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Maridea Wealth Management’s Altria Group MO Stock Holding History

Maridea Wealth 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 		– Sell
-3,770
Closed -$249K – 579
2026
Q1 		$249K Buy
+3,770
New +$243K 0.04% 387
2025
Q4 		– Sell
-6,262
Closed -$403K – 437
2025
Q3 		$403K Buy
+6,262
New +$397K 0.06% 284

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

Maridea Wealth Management's MO Position: Q2 2026 in Review

Maridea Wealth Management sold out of Altria Group (MO) in Q2 2026, closing a stake of 3,770 shares — an estimated $249K sold.

Maridea Wealth Management first reported a position in MO in Q3 2025 and held it in 2 quarters. The position peaked at $403K in Q3 2025. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Maridea Wealth Management reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 3,770 Altria Group shares in Q2 2026, an estimated $249K.
  • Maridea Wealth Management first reported a position in Altria Group in Q3 2025 and held it in 2 quarters.
  • Maridea Wealth Management's Altria Group position peaked at $403K in Q3 2025.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.