MWM
MO icon

Mattern Wealth Management’s Altria Group MO Stock Holding History

Mattern 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 		$607K Buy
8,431
+85
+1% +$5.93K 0.1% 95
2026
Q1 		$551K Sell
8,346
-2,530
-23% -$163K 0.11% 84
2025
Q4 		$627K Hold
10,876
– – 0.12% 79
2025
Q3 		$719K Hold
10,876
– – 0.14% 71
2025
Q2 		$638K Hold
10,876
– – 0.13% 78
2025
Q1 		$653K Hold
10,876
– – 0.14% 82
2024
Q4 		$569K Hold
10,876
– – 0.13% 90
2024
Q3 		$555K Sell
10,876
-400
-4% -$20.2K 0.12% 98
2024
Q2 		$514K Hold
11,276
– – 0.12% 102
2024
Q1 		$492K Sell
11,276
-500
-4% -$20.7K 0.12% 107
2023
Q4 		$475K Sell
11,776
-103
-0.9% -$4.26K 0.12% 110
2023
Q3 		$500K Buy
11,879
+1
+0% +$44 0.15% 104
2023
Q2 		$538K Buy
11,878
+74
+0.6% +$3.35K 0.16% 103
2023
Q1 		$527K Sell
11,804
-150
-1% -$6.9K 0.17% 112
2022
Q4 		$546K Sell
11,954
-475
-4% -$21.5K 0.22% 98
2022
Q3 		$502K Sell
12,429
-675
-5% -$29.4K 0.2% 97
2022
Q2 		$547K Buy
13,104
+528
+4% +$27.3K 0.21% 90
2022
Q1 		$657K Hold
12,576
– – 0.22% 90
2021
Q4 		$596K Hold
12,576
– – 0.18% 102
2021
Q3 		$572K Buy
12,576
+200
+2% +$9.66K 0.19% 101
2021
Q2 		$586K Sell
12,376
-48
-0.4% -$2.36K 0.19% 103
2021
Q1 		$636K Buy
12,424
+150
+1% +$6.72K 0.22% 92
2020
Q4 		$503K Hold
12,274
– – 0.19% 106
2020
Q3 		$474K Sell
12,274
-50
-0.4% -$2.08K 0.2% 99
2020
Q2 		$484K Hold
12,324
– – 0.24% 93
2020
Q1 		$477K Sell
12,324
-1,995
-14% -$88.5K 0.34% 84
2019
Q4 		$715K Buy
+14,319
New +$675K 0.43% 76

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

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

Mattern Wealth Management increased its Altria Group (MO) stake by 1% in Q2 2026, buying an estimated $5.93K and bringing the position to 8,431 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #95.

Mattern Wealth Management first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $719K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Mattern Wealth Management held 8,431 shares of Altria Group worth $607K as of Q2 2026.
  • Mattern Wealth Management bought 85 Altria Group shares in Q2 2026, an estimated $5.93K.
  • Altria Group made up 0.1% of Mattern Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Mattern Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Altria Group position peaked at $719K in Q3 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.