Northwest Wealth Management’s Altria Group MO Stock Holding History

Northwest 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	$343K	Buy	4,769 +80	+2%	+$5.58K	0.05%	181
2026 Q1	$309K	Sell	4,689 -487	-9%	-$31.3K	0.05%	181
2025 Q4	$298K	Buy	5,176 +5	+0.1%	+$302	0.05%	187
2025 Q3	$342K	Buy	5,171 +486	+10%	+$30.8K	0.06%	141
2025 Q2	$275K	Buy	4,685 +18	+0.4%	+$1.06K	0.05%	158
2025 Q1	$280K	Sell	4,667 -186	-4%	-$10.2K	0.06%	143
2024 Q4	$254K	Buy	4,853 +47	+1%	+$2.5K	0.05%	139
2024 Q3	$245K	Buy	4,806 +15	+0.3%	+$758	0.06%	142
2024 Q2	$218K	Sell	4,791 -159	-3%	-$7.05K	0.06%	154
2024 Q1	$216K	Buy	+4,950	New	+$205K	0.06%	158
2023 Q3	–	Sell	-4,585	Closed	-$208K	–	155
2023 Q2	$208K	Buy	+4,585	New	+$208K	0.08%	141
2021 Q3	–	Sell	-5,519	Closed	-$263K	–	127
2021 Q2	$263K	Buy	+5,519	New	+$271K	0.14%	105
2021 Q1	–	Sell	-5,402	Closed	-$222K	–	110
2020 Q4	$222K	Buy	5,402 +148	+3%	+$5.94K	0.15%	101
2020 Q3	$203K	Buy	5,254 +46	+0.9%	+$1.91K	0.17%	95
2020 Q2	$204K	Sell	5,208 -321	-6%	-$12.5K	0.18%	94
2020 Q1	$214K	Sell	5,529 -529	-9%	-$23.5K	0.22%	83
2019 Q4	$302K	Sell	6,058 -795	-12%	-$37.5K	0.28%	75
2019 Q3	$280K	Sell	6,853 -315	-4%	-$14.5K	0.23%	95
2019 Q2	$339K	Sell	7,168 -276	-4%	-$14.5K	0.27%	86
2019 Q1	$428K	Sell	7,444 -24	-0.3%	-$1.23K	0.32%	68
2018 Q4	$369K	Buy	7,468 +706	+10%	+$40.9K	0.31%	72
2018 Q3	$408K	Buy	6,762 +18	+0.3%	+$1.07K	0.31%	69
2018 Q2	$383K	Sell	6,744 -796	-11%	-$45.9K	0.29%	69
2018 Q1	$470K	Buy	7,540 +1,213	+19%	+$80.3K	0.35%	64
2017 Q4	$452K	Buy	6,327 +15	+0.2%	+$1K	0.37%	60
2017 Q3	$400K	Sell	6,312 -1,517	-19%	-$101K	0.56%	42
2017 Q2	$583K	Sell	7,829 -93	-1%	-$6.8K	0.53%	44
2017 Q1	$566K	Buy	7,922 +703	+10%	+$50.9K	0.52%	46
2016 Q4	$488K	Buy	+7,219	New	+$465K	0.5%	46

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Northwest Wealth Management increased its Altria Group (MO) stake by 1.7% in Q2 2026, buying an estimated $5.58K and bringing the position to 4,769 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #181.

Northwest Wealth Management first reported a position in MO in Q4 2016 and has held it in 29 quarters since. The position peaked at $583K in Q2 2017. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Northwest Wealth Management held 4,769 shares of Altria Group worth $343K as of Q2 2026.
Northwest Wealth Management bought 80 Altria Group shares in Q2 2026, an estimated $5.58K.
Altria Group made up 0.05% of Northwest Wealth Management's portfolio in Q2 2026, its #181 holding.
Northwest Wealth Management first reported a position in Altria Group in Q4 2016 and has held it in 29 quarters since.
Northwest Wealth Management's Altria Group position peaked at $583K in Q2 2017.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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