Liberty Square Wealth Partners’s Altria Group MO Stock Holding History

Liberty Square Wealth Partners’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	$664K	Sell	9,228 -276	-3%	-$19.3K	0.16%	63
2026 Q1	$627K	Sell	9,504 -549	-5%	-$35.3K	0.18%	64
2025 Q4	$580K	Sell	10,053 -913	-8%	-$55.1K	0.17%	69
2025 Q3	$724K	Sell	10,966 -1,977	-15%	-$125K	0.22%	61
2025 Q2	$759K	Buy	12,943 +22	+0.2%	+$1.29K	0.26%	57
2025 Q1	$775K	Sell	12,921 -76	-0.6%	-$4.15K	0.3%	57
2024 Q4	$693K	Buy	+12,997	New	+$692K	0.25%	64

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

Liberty Square Wealth Partners's MO Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Altria Group (MO) stake by 2.9% in Q2 2026, selling an estimated $19.3K and leaving 9,228 shares worth $664K. The position accounts for 0.16% of the portfolio, ranked #63.

Liberty Square Wealth Partners first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $775K in Q1 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Liberty Square Wealth Partners held 9,228 shares of Altria Group worth $664K as of Q2 2026.
Liberty Square Wealth Partners sold 276 Altria Group shares in Q2 2026, an estimated $19.3K.
Altria Group made up 0.16% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #63 holding.
Liberty Square Wealth Partners first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Altria Group position peaked at $775K in Q1 2025.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.