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Lifestyle Asset Management’s Altria Group MO Stock Holding History

Lifestyle Asset 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 		$308K Buy
4,287
+264
+7% +$18.4K 0.08% 112
2026
Q1 		$265K Sell
4,023
-548
-12% -$35.3K 0.09% 121
2025
Q4 		$264K Sell
4,571
-3,442
-43% -$208K 0.09% 122
2025
Q3 		$529K Buy
8,013
+3,671
+85% +$233K 0.18% 79
2025
Q2 		$255K Buy
+4,342
New +$255K 0.12% 111

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

Lifestyle Asset Management's MO Position: Q2 2026 in Review

Lifestyle Asset Management increased its Altria Group (MO) stake by 6.6% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,287 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #112.

Lifestyle Asset Management first reported a position in MO in Q2 2025 and has held it in 5 quarters since. The position peaked at $529K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Lifestyle Asset Management held 4,287 shares of Altria Group worth $308K as of Q2 2026.
  • Lifestyle Asset Management bought 264 Altria Group shares in Q2 2026, an estimated $18.4K.
  • Altria Group made up 0.08% of Lifestyle Asset Management's portfolio in Q2 2026, its #112 holding.
  • Lifestyle Asset Management first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • Lifestyle Asset Management's Altria Group position peaked at $529K in Q3 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.