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McGlone Suttner Wealth Management’s Altria Group MO Stock Holding History

McGlone Suttner 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 		$609K Buy
8,460
+207
+3% +$14.4K 0.07% 113
2026
Q1 		$545K Buy
8,253
+1,689
+26% +$109K 0.07% 115
2025
Q4 		$378K Sell
6,564
-116
-2% -$7K 0.05% 142
2025
Q3 		$441K Buy
6,680
+317
+5% +$20.1K 0.06% 131
2025
Q2 		$373K Buy
6,363
+39
+0.6% +$2.29K 0.06% 139
2025
Q1 		$380K Sell
6,324
-761
-11% -$41.5K 0.06% 132
2024
Q4 		$370K Buy
7,085
+346
+5% +$18.4K 0.06% 122
2024
Q3 		$344K Buy
6,739
+410
+6% +$20.7K 0.07% 125
2024
Q2 		$255K Sell
6,329
-698
-10% -$31K 0.05% 130
2024
Q1 		$307K Buy
7,027
+698
+11% +$28.9K 0.06% 132
2023
Q4 		$255K Buy
6,329
+404
+7% +$16.7K 0.05% 130
2023
Q3 		$249K Buy
5,925
+265
+5% +$11.7K 0.06% 119
2023
Q2 		$256K Buy
5,660
+185
+3% +$8.38K 0.06% 121
2023
Q1 		$244K Buy
5,475
+444
+9% +$20.4K 0.06% 123
2022
Q4 		$230K Buy
+5,031
New +$228K 0.07% 118

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

McGlone Suttner Wealth Management's MO Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Altria Group (MO) stake by 2.5% in Q2 2026, buying an estimated $14.4K and bringing the position to 8,460 shares worth $609K. The position accounts for 0.07% of the portfolio, ranked #113.

McGlone Suttner Wealth Management first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 999 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • McGlone Suttner Wealth Management held 8,460 shares of Altria Group worth $609K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 207 Altria Group shares in Q2 2026, an estimated $14.4K.
  • Altria Group made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #113 holding.
  • McGlone Suttner Wealth Management first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 999 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.