MBE Wealth Management’s Altria Group MO Stock Holding History

MBE 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	$457K	Sell	6,358 -704	-10%	-$49.1K	0.16%	86
2026 Q1	$466K	Buy	7,062 +90	+1%	+$5.79K	0.19%	70
2025 Q4	$402K	Buy	6,972 +101	+1%	+$6.1K	0.17%	76
2025 Q3	$454K	Buy	6,871 +128	+2%	+$8.11K	0.2%	67
2025 Q2	$395K	Buy	6,743 +77	+1%	+$4.52K	0.17%	73
2025 Q1	$400K	Buy	6,666 +984	+17%	+$53.7K	0.19%	68
2024 Q4	$297K	Buy	+5,682	New	+$303K	0.17%	69
2020 Q2	–	Sell	-1,166	Closed	-$45K	–	336
2020 Q1	$45K	Buy	+1,166	New	+$51.7K	0.04%	130

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

MBE Wealth Management reduced its Altria Group (MO) stake by 10% in Q2 2026, selling an estimated $49.1K and leaving 6,358 shares worth $457K. The position accounts for 0.16% of the portfolio, ranked #86.

MBE Wealth Management first reported a position in MO in Q1 2020 and has held it in 8 quarters since. The position peaked at $466K in Q1 2026. 1,156 funds tracked by Wall St. Rank hold MO as of Q2 2026.

MBE Wealth Management held 6,358 shares of Altria Group worth $457K as of Q2 2026.
MBE Wealth Management sold 704 Altria Group shares in Q2 2026, an estimated $49.1K.
Altria Group made up 0.16% of MBE Wealth Management's portfolio in Q2 2026, its #86 holding.
MBE Wealth Management first reported a position in Altria Group in Q1 2020 and has held it in 8 quarters since.
MBE Wealth Management's Altria Group position peaked at $466K in Q1 2026.
1,156 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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