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Medallion Wealth Advisors’s Altria Group MO Stock Holding History

Medallion Wealth Advisors’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 		$237K Sell
3,294
-529
-14% -$36.9K 0.07% 216
2026
Q1 		$252K Buy
3,823
+31
+0.8% +$2K 0.08% 219
2025
Q4 		$219K Buy
3,792
+528
+16% +$31.9K 0.07% 231
2025
Q3 		$216K Sell
3,264
-296
-8% -$18.8K 0.08% 221
2025
Q2 		$207K Sell
3,560
-147
-4% -$8.63K 0.08% 222
2025
Q1 		$219K Sell
3,707
-226
-6% -$12.3K 0.1% 191
2024
Q4 		$211K Buy
+3,933
New +$210K 0.1% 185

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Medallion Wealth Advisors's MO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Altria Group (MO) stake by 14% in Q2 2026, selling an estimated $36.9K and leaving 3,294 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #216.

Medallion Wealth Advisors first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $252K in Q1 2026. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Medallion Wealth Advisors held 3,294 shares of Altria Group worth $237K as of Q2 2026.
  • Medallion Wealth Advisors sold 529 Altria Group shares in Q2 2026, an estimated $36.9K.
  • Altria Group made up 0.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • Medallion Wealth Advisors first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Altria Group position peaked at $252K in Q1 2026.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.