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

Modern 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 		$2.01M Buy
27,889
+5,016
+22% +$350K 0.02% 395
2026
Q1 		$1.5M Sell
22,873
-2,226
-9% -$143K 0.03% 344
2025
Q4 		$1.45M Buy
25,099
+1,874
+8% +$113K 0.03% 349
2025
Q3 		$1.53M Buy
23,225
+1,925
+9% +$122K 0.03% 324
2025
Q2 		$1.25M Buy
21,300
+3,839
+22% +$225K 0.03% 329
2025
Q1 		$1.05M Buy
17,461
+876
+5% +$47.8K 0.03% 299
2024
Q4 		$867K Buy
16,585
+1,003
+6% +$53.4K 0.03% 275
2024
Q3 		$795K Buy
15,582
+4,658
+43% +$235K 0.05% 192
2024
Q2 		$498K Buy
10,924
+2,345
+27% +$104K 0.04% 223
2024
Q1 		$374K Buy
8,579
+1,310
+18% +$54.3K 0.03% 211
2023
Q4 		$293K Buy
+7,269
New +$301K 0.04% 143

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

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

Modern Wealth Management increased its Altria Group (MO) stake by 22% in Q2 2026, buying an estimated $350K and bringing the position to 27,889 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #395.

Modern Wealth Management first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Modern Wealth Management held 27,889 shares of Altria Group worth $2.01M as of Q2 2026.
  • Modern Wealth Management bought 5,016 Altria Group shares in Q2 2026, an estimated $350K.
  • Altria Group made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #395 holding.
  • Modern Wealth Management first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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