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Mascoma Wealth Management’s Altria Group MO Stock Holding History

Mascoma 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 		$504 Buy
+7
New +$489 ﹤0.01% 552
2024
Q2 		– Sell
-100
Closed -$4.36K – 496
2024
Q1 		$4.36K Hold
100
– – ﹤0.01% 392
2023
Q4 		$4.03K Hold
100
– – ﹤0.01% 409
2023
Q3 		$4.21K Hold
100
– – ﹤0.01% 412
2023
Q2 		$4.42K Sell
100
-100
-50% -$4.53K ﹤0.01% 400
2023
Q1 		$9.5K Hold
200
– – ﹤0.01% 411
2022
Q4 		$9.14K Hold
200
– – ﹤0.01% 418
2022
Q3 		$8K Hold
200
– – ﹤0.01% 437
2022
Q2 		$8K Sell
200
-200
-50% -$10.4K ﹤0.01% 451
2022
Q1 		$21K Hold
400
– – 0.01% 364
2021
Q4 		$19K Buy
400
+200
+100% +$9.16K 0.01% 336
2021
Q3 		$9K Buy
+200
New +$9.66K ﹤0.01% 350
2021
Q2 		– Sell
-100
Closed -$5K – 325
2021
Q1 		$5K Buy
+100
New +$4.48K ﹤0.01% 388
2019
Q3 		– Sell
-484
Closed -$23K – 248
2019
Q2 		$23K Hold
484
– – 0.01% 222
2019
Q1 		$28K Hold
484
– – 0.02% 199
2018
Q4 		$24K Sell
484
-675
-58% -$39.1K 0.02% 200
2018
Q3 		$70K Hold
1,159
– – 0.05% 142
2018
Q2 		$66K Sell
1,159
-965
-45% -$55.7K 0.05% 136
2018
Q1 		$132K Hold
2,124
– – 0.09% 93
2017
Q4 		$147K Buy
2,124
+19
+0.9% +$1.27K 0.09% 83
2017
Q3 		$133K Sell
2,105
-145
-6% -$9.66K 0.09% 95
2017
Q2 		$168K Sell
2,250
-451
-17% -$33K 0.11% 82
2017
Q1 		$193K Buy
2,701
+8
+0.3% +$579 0.14% 65
2016
Q4 		$182K Buy
+2,693
New +$173K 0.13% 68

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

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

Mascoma Wealth Management opened a new position in Altria Group (MO) in Q2 2026: 7 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in MO as recently as Q1 2024.

Mascoma Wealth Management first reported a position in MO in Q4 2016 and has held it in 24 quarters since. The position peaked at $193K in Q1 2017. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Mascoma Wealth Management held 7 shares of Altria Group worth $504 as of Q2 2026.
  • Altria Group was a new Mascoma Wealth Management position in Q2 2026.
  • Altria Group made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #552 holding.
  • Mascoma Wealth Management first reported a position in Altria Group in Q4 2016 and has held it in 24 quarters since.
  • Mascoma Wealth Management's Altria Group position peaked at $193K in Q1 2017.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.