Measured Wealth Private Client Group’s Altria Group MO Stock Holding History

Measured Wealth Private Client Group’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	$1.5M	Buy	20,843 +707	+4%	+$49.3K	0.36%	43
2026 Q1	$1.33M	Sell	20,136 -150	-0.7%	-$9.65K	0.36%	39
2025 Q4	$1.17M	Buy	20,286 +3,862	+24%	+$233K	0.31%	42
2025 Q3	$1.08M	Buy	16,424 +1,930	+13%	+$122K	0.29%	44
2025 Q2	$850K	Buy	+14,494	New	+$851K	0.25%	57
2019 Q3	–	Sell	-5,886	Closed	-$279K	–	177
2019 Q2	$279K	Sell	5,886 -3,290	-36%	-$172K	0.16%	143
2019 Q1	$527K	Buy	+9,176	New	+$469K	0.32%	61
2018 Q4	–	Sell	-5,342	Closed	-$323K	–	463
2018 Q3	$323K	Buy	5,342 +1	+0%	+$59	0.19%	100
2018 Q2	$303K	Buy	+5,341	New	+$308K	0.25%	97

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

Measured Wealth Private Client Group's MO Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Altria Group (MO) stake by 3.5% in Q2 2026, buying an estimated $49.3K and bringing the position to 20,843 shares worth $1.5M. The position accounts for 0.36% of the portfolio, ranked #43.

Measured Wealth Private Client Group first reported a position in MO in Q2 2018 and has held it in 9 quarters since. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Measured Wealth Private Client Group held 20,843 shares of Altria Group worth $1.5M as of Q2 2026.
Measured Wealth Private Client Group bought 707 Altria Group shares in Q2 2026, an estimated $49.3K.
Altria Group made up 0.36% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #43 holding.
Measured Wealth Private Client Group first reported a position in Altria Group in Q2 2018 and has held it in 9 quarters since.
2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.