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Legacy Wealth Management (Idaho)’s Altria Group MO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,433
Closed -$94.6K – 652
2026
Q1 		$94.6K Buy
1,433
+124
+9% +$7.98K 0.05% 188
2025
Q4 		$75.5K Buy
1,309
+774
+145% +$46.7K 0.04% 176
2025
Q3 		$35.4K Buy
535
+5
+0.9% +$317 0.02% 211
2025
Q2 		$31.1K Sell
530
-219
-29% -$12.9K 0.02% 198
2025
Q1 		$44.9K Buy
749
+192
+34% +$10.5K 0.03% 150
2024
Q4 		$29.3K Sell
557
-52
-9% -$2.77K 0.02% 171
2024
Q3 		$33.6K Buy
+609
New +$30.8K 0.02% 149

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s MO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Altria Group (MO) in Q2 2026, closing a stake of 1,433 shares — an estimated $94.6K sold.

Legacy Wealth Management (Idaho) first reported a position in MO in Q3 2024 and held it in 7 quarters. The position peaked at $94.6K in Q1 2026. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,433 Altria Group shares in Q2 2026, an estimated $94.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Altria Group in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Altria Group position peaked at $94.6K in Q1 2026.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.