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MPWM Advisory Solutions’s Altria Group MO Stock Holding History

MPWM Advisory Solutions’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 		$2.16K Hold
30
– – ﹤0.01% 486
2026
Q1 		$1.98K Hold
30
– – ﹤0.01% 491
2025
Q4 		$1.73K Hold
30
– – ﹤0.01% 472
2025
Q3 		$1.98K Hold
30
– – ﹤0.01% 429
2025
Q2 		$1.76K Sell
30
-288
-91% -$16.9K ﹤0.01% 452
2025
Q1 		$19.1K Hold
318
– – 0.01% 244
2024
Q4 		$16.6K Buy
+318
New +$16.9K 0.01% 269

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MPWM Advisory Solutions's MO Position: Q2 2026 in Review

MPWM Advisory Solutions held its Altria Group (MO) position steady in Q2 2026 at 30 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

MPWM Advisory Solutions first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.1K in Q1 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • MPWM Advisory Solutions held 30 shares of Altria Group worth $2.16K as of Q2 2026.
  • MPWM Advisory Solutions left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #486 holding.
  • MPWM Advisory Solutions first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Altria Group position peaked at $19.1K in Q1 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.