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Legacy Wealth Partners (Colorado)’s Altria Group MO Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$382K Sell
5,316
-25
-0.5% -$1.75K 0.09% 130
2026
Q1 		$352K Sell
5,341
-506
-9% -$32.6K 0.09% 120
2025
Q4 		$337K Buy
+5,847
New +$353K 0.09% 131

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

Legacy Wealth Partners (Colorado)'s MO Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its Altria Group (MO) stake by 0.47% in Q2 2026, selling an estimated $1.75K and leaving 5,316 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #130.

Legacy Wealth Partners (Colorado) first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 5,316 shares of Altria Group worth $382K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 25 Altria Group shares in Q2 2026, an estimated $1.75K.
  • Altria Group made up 0.09% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #130 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.