Mosaic Family Wealth Partners’s Altria Group MO Stock Holding History

Mosaic Family Wealth Partners’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	$1.13M	Buy	15,657 +945	+6%	+$66K	0.08%	199
2026 Q1	$971K	Buy	14,712 +10,032	+214%	+$645K	0.1%	112
2025 Q4	$270K	Buy	4,680 +20	+0.4%	+$1.21K	0.03%	203
2025 Q3	$306K	Sell	4,660 -77	-2%	-$4.88K	0.04%	183
2025 Q2	$278K	Sell	4,737 -1,326	-22%	-$77.9K	0.04%	186
2025 Q1	$364K	Buy	6,063 +2,164	+56%	+$118K	0.05%	153
2024 Q4	$204K	Buy	+3,899	New	+$208K	0.03%	202
2023 Q3	–	Sell	-4,419	Closed	-$200K	–	184
2023 Q2	$200K	Buy	+4,419	New	+$200K	0.04%	180
2023 Q1	–	Sell	-4,393	Closed	-$201K	–	184
2022 Q4	$201K	Buy	+4,393	New	+$199K	0.06%	175

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

Mosaic Family Wealth Partners's MO Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Altria Group (MO) stake by 6.4% in Q2 2026, buying an estimated $66K and bringing the position to 15,657 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #199.

Mosaic Family Wealth Partners first reported a position in MO in Q4 2022 and has held it in 9 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Mosaic Family Wealth Partners held 15,657 shares of Altria Group worth $1.13M as of Q2 2026.
Mosaic Family Wealth Partners bought 945 Altria Group shares in Q2 2026, an estimated $66K.
Altria Group made up 0.08% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #199 holding.
Mosaic Family Wealth Partners first reported a position in Altria Group in Q4 2022 and has held it in 9 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.