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Maia Wealth’s Altria Group MO Stock Holding History

Maia 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 		$1.68M Buy
23,304
+3,684
+19% +$257K 0.25% 114
2026
Q1 		$1.29M Buy
19,620
+3,427
+21% +$220K 0.22% 125
2025
Q4 		$1.09M Buy
16,193
+3,505
+28% +$212K 0.19% 132
2025
Q3 		$730K Buy
12,688
+3,963
+45% +$251K 0.12% 175
2025
Q2 		$512K Buy
8,725
+4,894
+128% +$287K 0.1% 192
2025
Q1 		$219K Sell
3,831
-8,172
-68% -$446K 0.05% 271
2024
Q4 		$642K Buy
+12,003
New +$639K 0.14% 143
2024
Q3 		– Sell
-5,810
Closed -$277K – 285
2024
Q2 		$277K Buy
+5,810
New +$258K 0.08% 171

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

Maia Wealth's MO Position: Q2 2026 in Review

Maia Wealth increased its Altria Group (MO) stake by 19% in Q2 2026, buying an estimated $257K and bringing the position to 23,304 shares worth $1.68M. The position accounts for 0.25% of the portfolio, ranked #114.

Maia Wealth first reported a position in MO in Q2 2024 and has held it in 8 quarters since. 2,567 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Maia Wealth held 23,304 shares of Altria Group worth $1.68M as of Q2 2026.
  • Maia Wealth bought 3,684 Altria Group shares in Q2 2026, an estimated $257K.
  • Altria Group made up 0.25% of Maia Wealth's portfolio in Q2 2026, its #114 holding.
  • Maia Wealth first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
  • 2,567 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.