Left Brain Wealth Management’s Altria Group MO Stock Holding History

Left Brain 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	$1.98M	Buy	27,518 +246	+0.9%	+$17.2K	0.6%	38
2026 Q1	$1.8M	Buy	27,272 +475	+2%	+$30.6K	0.71%	42
2025 Q4	$1.55M	Buy	26,797 +9	+0%	+$543	0.53%	39
2025 Q3	$1.77M	Sell	26,788 -17	-0.1%	-$1.08K	0.56%	40
2025 Q2	$1.57M	Buy	26,805 +266	+1%	+$15.6K	0.55%	40
2025 Q1	$1.59M	Buy	26,539 +497	+2%	+$27.1K	0.7%	42
2024 Q4	$1.36M	Sell	26,042 -734	-3%	-$39.1K	0.51%	44
2024 Q3	$1.37M	Buy	26,776 +35	+0.1%	+$1.77K	0.64%	41
2024 Q2	$1.22M	Buy	+26,741	New	+$1.19M	0.57%	39

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Left Brain Wealth Management's MO Position: Q2 2026 in Review

Left Brain Wealth Management increased its Altria Group (MO) stake by 0.9% in Q2 2026, buying an estimated $17.2K and bringing the position to 27,518 shares worth $1.98M. The position accounts for 0.6% of the portfolio, ranked #38.

Left Brain Wealth Management first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Left Brain Wealth Management held 27,518 shares of Altria Group worth $1.98M as of Q2 2026.
Left Brain Wealth Management bought 246 Altria Group shares in Q2 2026, an estimated $17.2K.
Altria Group made up 0.6% of Left Brain Wealth Management's portfolio in Q2 2026, its #38 holding.
Left Brain Wealth Management first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.