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MBL Wealth’s Altria Group MO Stock Holding History

MBL 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 		$559K Buy
7,763
+240
+3% +$16.8K 0.04% 199
2026
Q1 		$496K Sell
7,523
-198
-3% -$12.7K 0.04% 202
2025
Q4 		$445K Sell
7,721
-124
-2% -$7.49K 0.04% 190
2025
Q3 		$518K Buy
7,845
+1,378
+21% +$87.3K 0.05% 148
2025
Q2 		$379K Sell
6,467
-34
-0.5% -$2K 0.04% 169
2025
Q1 		$390K Buy
6,501
+1,431
+28% +$78.1K 0.04% 154
2024
Q4 		$265K Buy
5,070
+395
+8% +$21K 0.03% 190
2024
Q3 		$239K Buy
4,675
+5
+0.1% +$253 0.03% 183
2024
Q2 		$213K Sell
4,670
-174
-4% -$7.72K 0.02% 190
2024
Q1 		$211K Sell
4,844
-996
-17% -$41.3K 0.02% 184
2023
Q4 		$236K Buy
5,840
+116
+2% +$4.8K 0.03% 161
2023
Q3 		$241K Buy
+5,724
New +$253K 0.03% 152
2022
Q2 		– Sell
-4,131
Closed -$216K – 162
2022
Q1 		$216K Buy
+4,131
New +$210K 0.05% 156
2021
Q1 		$217K Buy
+4,253
New +$191K 0.08% 145

Other funds holding MO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MBL Wealth's MO Position: Q2 2026 in Review

MBL Wealth increased its Altria Group (MO) stake by 3.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 7,763 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #199.

MBL Wealth first reported a position in MO in Q1 2021 and has held it in 14 quarters since. 1,555 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • MBL Wealth held 7,763 shares of Altria Group worth $559K as of Q2 2026.
  • MBL Wealth bought 240 Altria Group shares in Q2 2026, an estimated $16.8K.
  • Altria Group made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #199 holding.
  • MBL Wealth first reported a position in Altria Group in Q1 2021 and has held it in 14 quarters since.
  • 1,555 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.