MWM
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Mindset Wealth Management’s Altria Group MO Stock Holding History

Mindset 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 		$629K Sell
8,746
-1,000
-10% -$69.8K 0.12% 83
2026
Q1 		$643K Buy
9,746
+200
+2% +$12.9K 0.17% 71
2025
Q4 		$550K Buy
9,546
+222
+2% +$13.4K 0.14% 79
2025
Q3 		$616K Buy
9,324
+1
+0% +$63 0.17% 63
2025
Q2 		$547K Buy
9,323
+1,250
+15% +$73.4K 0.18% 67
2025
Q1 		$485K Buy
8,073
+582
+8% +$31.8K 0.19% 69
2024
Q4 		$392K Hold
7,491
– – 0.14% 78
2024
Q3 		$382K Buy
+7,491
New +$379K 0.16% 79

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

Mindset Wealth Management's MO Position: Q2 2026 in Review

Mindset Wealth Management reduced its Altria Group (MO) stake by 10% in Q2 2026, selling an estimated $69.8K and leaving 8,746 shares worth $629K. The position accounts for 0.12% of the portfolio, ranked #83.

Mindset Wealth Management first reported a position in MO in Q3 2024 and has held it in 8 quarters since. The position peaked at $643K in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Mindset Wealth Management held 8,746 shares of Altria Group worth $629K as of Q2 2026.
  • Mindset Wealth Management sold 1,000 Altria Group shares in Q2 2026, an estimated $69.8K.
  • Altria Group made up 0.12% of Mindset Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Mindset Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's Altria Group position peaked at $643K in Q1 2026.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.