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Opal Wealth Advisors’s Altria Group MO Stock Holding History

Opal 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 		$536K Buy
7,455
+619
+9% +$43.2K 0.12% 90
2026
Q1 		$451K Sell
6,836
-95
-1% -$6.11K 0.1% 102
2025
Q4 		$400K Sell
6,931
-56
-0.8% -$3.38K 0.1% 121
2025
Q3 		$462K Buy
6,987
+271
+4% +$17.2K 0.13% 98
2025
Q2 		$394K Sell
6,716
-832
-11% -$48.9K 0.11% 100
2025
Q1 		$453K Buy
7,548
+1,888
+33% +$103K 0.14% 85
2024
Q4 		$296K Sell
5,660
-151
-3% -$8.04K 0.09% 130
2024
Q3 		$297K Buy
5,811
+108
+2% +$5.46K 0.09% 125
2024
Q2 		$260K Sell
5,703
-469
-8% -$20.8K 0.08% 138
2024
Q1 		$269K Sell
6,172
-1,207
-16% -$50K 0.09% 134
2023
Q4 		$298K Sell
7,379
-143
-2% -$5.91K 0.12% 129
2023
Q3 		$316K Buy
7,522
+336
+5% +$14.8K 0.19% 93
2023
Q2 		$326K Buy
7,186
+146
+2% +$6.61K 0.16% 82
2023
Q1 		$314K Buy
7,040
+105
+2% +$4.83K 0.18% 68
2022
Q4 		$317K Buy
6,935
+73
+1% +$3.31K 0.17% 75
2022
Q3 		$277K Sell
6,862
-17
-0.2% -$742 0.2% 69
2022
Q2 		$287K Buy
6,879
+2,075
+43% +$107K 0.19% 73
2022
Q1 		$251K Buy
4,804
+484
+11% +$24.7K 0.22% 80
2021
Q4 		$205K Buy
+4,320
New +$198K 0.13% 119
2021
Q2 		– Sell
-4,200
Closed -$215K – 89
2021
Q1 		$215K Buy
+4,200
New +$188K 0.23% 72

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

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

Opal Wealth Advisors increased its Altria Group (MO) stake by 9.1% in Q2 2026, buying an estimated $43.2K and bringing the position to 7,455 shares worth $536K. The position accounts for 0.12% of the portfolio, ranked #90.

Opal Wealth Advisors first reported a position in MO in Q1 2021 and has held it in 20 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Opal Wealth Advisors held 7,455 shares of Altria Group worth $536K as of Q2 2026.
  • Opal Wealth Advisors bought 619 Altria Group shares in Q2 2026, an estimated $43.2K.
  • Altria Group made up 0.12% of Opal Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Opal Wealth Advisors first reported a position in Altria Group in Q1 2021 and has held it in 20 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.