LWM
MO icon

LeConte Wealth Management’s Altria Group MO Stock Holding History

LeConte Wealth Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Buy
4,042
+80
+2% +$5.58K 0.16% 108
2026
Q1 		$261K Sell
3,962
-354
-8% -$22.8K 0.17% 109
2025
Q4 		$249K Sell
4,316
-6
-0.1% -$362 0.16% 98
2025
Q3 		$286K Buy
+4,322
New +$274K 0.19% 81

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LeConte Wealth Management's MO Position: Q2 2026 in Review

LeConte Wealth Management increased its Altria Group (MO) stake by 2% in Q2 2026, buying an estimated $5.58K and bringing the position to 4,042 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #108.

LeConte Wealth Management first reported a position in MO in Q3 2025 and has held it in 4 quarters since. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • LeConte Wealth Management held 4,042 shares of Altria Group worth $291K as of Q2 2026.
  • LeConte Wealth Management bought 80 Altria Group shares in Q2 2026, an estimated $5.58K.
  • Altria Group made up 0.16% of LeConte Wealth Management's portfolio in Q2 2026, its #108 holding.
  • LeConte Wealth Management first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.