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Mosley Wealth Management’s Altria Group MO Stock Holding History

Mosley 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 		$719K Sell
9,990
-6,603
-40% -$461K 0.23% 77
2026
Q1 		$1.1M Buy
16,593
+131
+0.8% +$8.43K 0.5% 46
2025
Q4 		$1.08M Buy
+16,462
New +$994K 0.49% 47
2024
Q4 		$662K Buy
12,574
+892
+8% +$47.5K 0.41% 56
2024
Q3 		$573K Buy
11,682
+1,142
+11% +$57.7K 0.39% 59
2024
Q2 		$480K Buy
10,540
+558
+6% +$24.8K 0.41% 54
2024
Q1 		$435K Sell
9,982
-135
-1% -$5.6K 0.41% 57
2023
Q4 		$408K Buy
+10,117
New +$418K 0.4% 58

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Mosley Wealth Management reduced its Altria Group (MO) stake by 40% in Q2 2026, selling an estimated $461K and leaving 9,990 shares worth $719K. The position accounts for 0.23% of the portfolio, ranked #77.

Mosley Wealth Management first reported a position in MO in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.1M in Q1 2026. 1,631 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Mosley Wealth Management held 9,990 shares of Altria Group worth $719K as of Q2 2026.
  • Mosley Wealth Management sold 6,603 Altria Group shares in Q2 2026, an estimated $461K.
  • Altria Group made up 0.23% of Mosley Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Mosley Wealth Management first reported a position in Altria Group in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's Altria Group position peaked at $1.1M in Q1 2026.
  • 1,631 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.