Morton Brown Family Wealth’s Altria Group MO Stock Holding History

Morton Brown Family Wealth’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	$4.32K	Hold	60	–	–	﹤0.01%	235
2026 Q1	$3.96K	Hold	60	–	–	﹤0.01%	235
2025 Q4	$3.46K	Hold	60	–	–	﹤0.01%	236
2025 Q3	$3.96K	Hold	60	–	–	﹤0.01%	221
2025 Q2	$3.52K	Hold	60	–	–	﹤0.01%	254
2025 Q1	$3.6K	Hold	60	–	–	﹤0.01%	254
2024 Q4	$3.14K	Hold	60	–	–	﹤0.01%	218
2024 Q3	$3.06K	Hold	60	–	–	﹤0.01%	211
2024 Q2	$2.96K	Buy	+60	New	+$2.66K	﹤0.01%	185
2022 Q3	–	Sell	-151	Closed	-$6K	–	292
2022 Q2	$6K	Buy	+151	New	+$7.82K	﹤0.01%	142

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

Morton Brown Family Wealth's MO Position: Q2 2026 in Review

Morton Brown Family Wealth held its Altria Group (MO) position steady in Q2 2026 at 60 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Morton Brown Family Wealth first reported a position in MO in Q2 2022 and has held it in 10 quarters since. The position peaked at $6K in Q2 2022. 2,555 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Morton Brown Family Wealth held 60 shares of Altria Group worth $4.32K as of Q2 2026.
Morton Brown Family Wealth left its Altria Group share count unchanged in Q2 2026.
Altria Group made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #235 holding.
Morton Brown Family Wealth first reported a position in Altria Group in Q2 2022 and has held it in 10 quarters since.
Morton Brown Family Wealth's Altria Group position peaked at $6K in Q2 2022.
2,555 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.