Money Concepts Capital’s Altria Group MO Stock Holding History

Money Concepts Capital’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	$506K	Sell	7,031 -244	-3%	-$17K	0.02%	414
2026 Q1	$480K	Buy	7,275 +1,403	+24%	+$90.3K	0.03%	389
2025 Q4	$339K	Buy	5,872 +242	+4%	+$14.6K	0.02%	406
2025 Q3	$372K	Sell	5,630 -3,439	-38%	-$218K	0.02%	358
2025 Q2	$532K	Sell	9,069 -726	-7%	-$42.6K	0.04%	298
2025 Q1	$588K	Buy	+9,795	New	+$535K	0.04%	281
2023 Q1	–	Sell	-19,825	Closed	-$906K	–	1949
2022 Q4	$906K	Buy	19,825 +17,868	+913%	+$809K	0.04%	316
2022 Q3	$79K	Buy	1,957 +73	+4%	+$3.18K	﹤0.01%	619
2022 Q2	$80K	Sell	1,884 -13,951	-88%	-$722K	0.01%	613
2022 Q1	$827K	Buy	+15,835	New	+$807K	0.05%	324

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 $3.38T AUM 44.17% 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

Money Concepts Capital's MO Position: Q2 2026 in Review

Money Concepts Capital reduced its Altria Group (MO) stake by 3.4% in Q2 2026, selling an estimated $17K and leaving 7,031 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #414.

Money Concepts Capital first reported a position in MO in Q1 2022 and has held it in 10 quarters since. The position peaked at $906K in Q4 2022. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Money Concepts Capital held 7,031 shares of Altria Group worth $506K as of Q2 2026.
Money Concepts Capital sold 244 Altria Group shares in Q2 2026, an estimated $17K.
Altria Group made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #414 holding.
Money Concepts Capital first reported a position in Altria Group in Q1 2022 and has held it in 10 quarters since.
Money Concepts Capital's Altria Group position peaked at $906K in Q4 2022.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.