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Magnolia Private Wealth’s Altria Group MO Stock Holding History

Magnolia Private Wealth’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 		$258K Buy
3,580
+102
+3% +$7.12K 0.14% 128
2026
Q1 		$230K Sell
3,478
-345
-9% -$22.2K 0.15% 120
2025
Q4 		$220K Buy
3,823
+468
+14% +$28.3K 0.15% 114
2025
Q3 		$222K Buy
+3,355
New +$213K 0.16% 99
2025
Q2 		– Sell
-3,346
Closed -$201K – 109
2025
Q1 		$201K Buy
+3,346
New +$183K 0.17% 110

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

Magnolia Private Wealth's MO Position: Q2 2026 in Review

Magnolia Private Wealth increased its Altria Group (MO) stake by 2.9% in Q2 2026, buying an estimated $7.12K and bringing the position to 3,580 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #128.

Magnolia Private Wealth first reported a position in MO in Q1 2025 and has held it in 5 quarters since. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Magnolia Private Wealth held 3,580 shares of Altria Group worth $258K as of Q2 2026.
  • Magnolia Private Wealth bought 102 Altria Group shares in Q2 2026, an estimated $7.12K.
  • Altria Group made up 0.14% of Magnolia Private Wealth's portfolio in Q2 2026, its #128 holding.
  • Magnolia Private Wealth first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • 2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.