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Timothy G. Youngquist 2020 Irrevocable Trust’s Altria Group MO Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-593
Closed -$39.1K – 345
2026
Q1 		$39.1K Buy
+593
New +$38.2K 0.02% 246

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's MO Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Altria Group (MO) in Q2 2026, closing a stake of 593 shares — an estimated $39.1K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in MO in Q1 2026 and held it in 1 quarter. The position peaked at $39.1K in Q1 2026. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 593 Altria Group shares in Q2 2026, an estimated $39.1K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Altria Group in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Altria Group position peaked at $39.1K in Q1 2026.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.