Olistico Wealth’s Altria Group MO Stock Holding History

Olistico Wealth’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	$38.9K	Hold	541	–	–	0.02%	178
2026 Q1	$35.7K	Sell	541 -275	-34%	-$17.7K	0.02%	180
2025 Q4	$47.1K	Buy	+816	New	+$49.3K	0.02%	164
2025 Q3	–	Sell	-516	Closed	-$30.3K	–	246
2025 Q2	$30.3K	Sell	516 -123	-19%	-$7.22K	0.02%	199
2025 Q1	$38.4K	Sell	639 -300	-32%	-$16.4K	0.02%	176
2024 Q4	$49.1K	Hold	939	–	–	0.03%	160
2024 Q3	$47.9K	Sell	939 -170	-15%	-$8.59K	0.03%	163
2024 Q2	$50.5K	Buy	+1,109	New	+$49.2K	0.03%	162

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

Olistico Wealth's MO Position: Q2 2026 in Review

Olistico Wealth held its Altria Group (MO) position steady in Q2 2026 at 541 shares worth $38.9K. The position accounts for 0.02% of the portfolio, ranked #178.

Olistico Wealth first reported a position in MO in Q2 2024 and has held it in 8 quarters since. The position peaked at $50.5K in Q2 2024. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Olistico Wealth held 541 shares of Altria Group worth $38.9K as of Q2 2026.
Olistico Wealth left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.02% of Olistico Wealth's portfolio in Q2 2026, its #178 holding.
Olistico Wealth first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's Altria Group position peaked at $50.5K in Q2 2024.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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