MinichMacGregor Wealth Management’s Altria Group MO Stock Holding History

MinichMacGregor 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	$226K	Buy	+3,135	New	+$219K	0.03%	140
2026 Q1	–	Sell	-4,076	Closed	-$235K	–	151
2025 Q4	$235K	Sell	4,076 -192	-4%	-$11.6K	0.04%	120
2025 Q3	$282K	Buy	+4,268	New	+$270K	0.06%	113
2023 Q1	–	Sell	-1,317	Closed	-$60.2K	–	422
2022 Q4	$60.2K	Buy	+1,317	New	+$59.7K	0.02%	168
2020 Q2	–	Sell	-5,017	Closed	-$205K	–	96
2020 Q1	$205K	Buy	+5,017	New	+$223K	0.18%	77
2018 Q4	–	Sell	-651	Closed	-$39K	–	337
2018 Q3	$39K	Hold	651	–	–	0.03%	142
2018 Q2	$36K	Sell	651 -4	-0.6%	-$231	0.03%	136
2018 Q1	$40K	Hold	655	–	–	0.03%	127
2017 Q4	$46K	Hold	655	–	–	0.04%	119
2017 Q3	$41K	Buy	655 +136	+26%	+$9.07K	0.03%	117
2017 Q2	$38K	Buy	519 +4	+0.8%	+$293	0.03%	116
2017 Q1	$36K	Hold	515	–	–	0.03%	123
2016 Q4	$34K	Sell	515 -3,025	-85%	-$195K	0.03%	133
2016 Q3	$223K	Buy	3,540 +1,412	+66%	+$93.8K	0.21%	34
2016 Q2	$146K	Hold	2,128	–	–	0.14%	48
2016 Q1	$133K	Sell	2,128 -895	-30%	-$54.1K	0.13%	50
2015 Q4	$154K	Buy	+3,023	New	+$175K	0.14%	43

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

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

MinichMacGregor Wealth Management opened a new position in Altria Group (MO) in Q2 2026: 3,135 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in MO as recently as Q4 2025.

MinichMacGregor Wealth Management first reported a position in MO in Q4 2015 and has held it in 17 quarters since. The position peaked at $282K in Q3 2025. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

MinichMacGregor Wealth Management held 3,135 shares of Altria Group worth $226K as of Q2 2026.
Altria Group was a new MinichMacGregor Wealth Management position in Q2 2026.
Altria Group made up 0.03% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #140 holding.
MinichMacGregor Wealth Management first reported a position in Altria Group in Q4 2015 and has held it in 17 quarters since.
MinichMacGregor Wealth Management's Altria Group position peaked at $282K in Q3 2025.
2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.