Mowery & Schoenfeld Wealth Management’s Altria Group MO Stock Holding History

Mowery & Schoenfeld 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	$46K	Hold	640	–	–	0.06%	144
2026 Q1	$42.2K	Sell	640 -243	-28%	-$15.6K	0.06%	134
2025 Q4	$50.9K	Buy	883 +243	+38%	+$14.7K	0.07%	136
2025 Q3	$42.3K	Hold	640	–	–	0.07%	126
2025 Q2	$37.5K	Hold	640	–	–	0.06%	136
2025 Q1	$38.4K	Sell	640 -388	-38%	-$21.2K	0.08%	152
2024 Q4	$53.8K	Buy	1,028 +228	+29%	+$12.1K	0.1%	110
2024 Q3	$40.8K	Hold	800	–	–	0.06%	112
2024 Q2	$36.4K	Hold	800	–	–	0.05%	114
2024 Q1	$34.9K	Buy	+800	New	+$33.2K	0.07%	89

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

Mowery & Schoenfeld Wealth Management's MO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 640 shares worth $46K. The position accounts for 0.06% of the portfolio, ranked #144.

Mowery & Schoenfeld Wealth Management first reported a position in MO in Q1 2024 and has held it in 10 quarters since. The position peaked at $53.8K in Q4 2024. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 640 shares of Altria Group worth $46K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.06% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #144 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Altria Group position peaked at $53.8K in Q4 2024.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.