MBM Wealth Consultants’s Altria Group MO Stock Holding History

MBM Wealth Consultants’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	-100	Closed	-$6.6K	–	271
2026 Q1	$6.6K	Buy	+100	New	+$6.43K	﹤0.01%	252
2023 Q2	–	Sell	-100	Closed	-$5K	–	208
2023 Q1	$5K	Hold	100	–	–	﹤0.01%	233
2022 Q4	$5K	Hold	100	–	–	﹤0.01%	267
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	239
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	244
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	262
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	251
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	255
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	236
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	226
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	204
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	195
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	191
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	179
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	188
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	188
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	188
2019 Q1	$6K	Hold	100	–	–	0.01%	184
2018 Q4	$5K	Buy	+100	New	+$5.79K	﹤0.01%	201

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MBM Wealth Consultants's MO Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Altria Group (MO) in Q2 2026, closing a stake of 100 shares — an estimated $6.6K sold.

MBM Wealth Consultants first reported a position in MO in Q4 2018 and held it in 19 quarters. The position peaked at $6.6K in Q1 2026. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

MBM Wealth Consultants reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 100 Altria Group shares in Q2 2026, an estimated $6.6K.
MBM Wealth Consultants first reported a position in Altria Group in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Altria Group position peaked at $6.6K in Q1 2026.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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