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One Wealth Advisors’s Altria Group MO Stock Holding History

One Wealth Advisors’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 		$836K Sell
11,617
-252
-2% -$17.6K 0.09% 115
2026
Q1 		$783K Buy
11,869
+529
+5% +$34K 0.1% 109
2025
Q4 		$654K Buy
11,340
+1,647
+17% +$99.4K 0.08% 139
2025
Q3 		$640K Buy
9,693
+145
+2% +$9.19K 0.08% 134
2025
Q2 		$560K Buy
9,548
+120
+1% +$7.05K 0.08% 144
2025
Q1 		$575K Sell
9,428
-138
-1% -$7.53K 0.09% 135
2024
Q4 		$500K Buy
9,566
+577
+6% +$30.7K 0.07% 119
2024
Q3 		$468K Sell
8,989
-56
-0.6% -$2.83K 0.07% 141
2024
Q2 		$456K Buy
9,045
+98
+1% +$4.35K 0.1% 112
2024
Q1 		$399K Buy
8,947
+437
+5% +$18.1K 0.07% 151
2023
Q4 		$352K Sell
8,510
-271
-3% -$11.2K 0.07% 138
2023
Q3 		$369K Buy
8,781
+1,329
+18% +$58.7K 0.08% 122
2023
Q2 		$338K Sell
7,452
-366
-5% -$16.6K 0.07% 139
2023
Q1 		$349K Hold
7,818
– – 0.08% 133
2022
Q4 		$357K Buy
7,818
+2,391
+44% +$108K 0.08% 124
2022
Q3 		$219K Buy
+5,427
New +$237K 0.07% 152
2021
Q3 		– Sell
-6,563
Closed -$313K – 226
2021
Q2 		$313K Buy
6,563
+293
+5% +$14.4K 0.1% 116
2021
Q1 		$321K Buy
+6,270
New +$281K 0.12% 98

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

One Wealth Advisors's MO Position: Q2 2026 in Review

One Wealth Advisors reduced its Altria Group (MO) stake by 2.1% in Q2 2026, selling an estimated $17.6K and leaving 11,617 shares worth $836K. The position accounts for 0.09% of the portfolio, ranked #115.

One Wealth Advisors first reported a position in MO in Q1 2021 and has held it in 18 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • One Wealth Advisors held 11,617 shares of Altria Group worth $836K as of Q2 2026.
  • One Wealth Advisors sold 252 Altria Group shares in Q2 2026, an estimated $17.6K.
  • Altria Group made up 0.09% of One Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • One Wealth Advisors first reported a position in Altria Group in Q1 2021 and has held it in 18 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.