MOKAN Wealth Management’s Altria Group MO Stock Holding History

MOKAN 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	$1.03M	Buy	14,264 +4,073	+40%	+$284K	0.39%	54
2026 Q1	$672K	Sell	10,191 -435	-4%	-$28K	0.3%	63
2025 Q4	$613K	Sell	10,626 -531	-5%	-$32.1K	0.27%	63
2025 Q3	$737K	Sell	11,157 -72	-0.6%	-$4.56K	0.37%	60
2025 Q2	$658K	Buy	11,229 +727	+7%	+$42.7K	0.37%	63
2025 Q1	$631K	Buy	10,502 +212	+2%	+$11.6K	0.38%	57
2024 Q4	$538K	Buy	+10,290	New	+$548K	0.34%	62

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

MOKAN Wealth Management increased its Altria Group (MO) stake by 40% in Q2 2026, buying an estimated $284K and bringing the position to 14,264 shares worth $1.03M. The position accounts for 0.39% of the portfolio, ranked #54.

MOKAN Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 1,243 funds tracked by Wall St. Rank hold MO as of Q2 2026.

MOKAN Wealth Management held 14,264 shares of Altria Group worth $1.03M as of Q2 2026.
MOKAN Wealth Management bought 4,073 Altria Group shares in Q2 2026, an estimated $284K.
Altria Group made up 0.39% of MOKAN Wealth Management's portfolio in Q2 2026, its #54 holding.
MOKAN Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
1,243 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.