MW
MO icon

Marble Wealth’s Altria Group MO Stock Holding History

Marble 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 		$320K Buy
4,442
+48
+1% +$3.35K 0.05% 188
2026
Q1 		$290K Sell
4,394
-3,565
-45% -$229K 0.05% 184
2025
Q4 		$459K Buy
+7,959
New +$481K 0.06% 176

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

Marble Wealth's MO Position: Q2 2026 in Review

Marble Wealth increased its Altria Group (MO) stake by 1.1% in Q2 2026, buying an estimated $3.35K and bringing the position to 4,442 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #188.

Marble Wealth first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $459K in Q4 2025. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Marble Wealth held 4,442 shares of Altria Group worth $320K as of Q2 2026.
  • Marble Wealth bought 48 Altria Group shares in Q2 2026, an estimated $3.35K.
  • Altria Group made up 0.05% of Marble Wealth's portfolio in Q2 2026, its #188 holding.
  • Marble Wealth first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's Altria Group position peaked at $459K in Q4 2025.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.