Opal Wealth Advisors
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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
Q3 		– Sell
-7,455
Closed -$536K – 242
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Opal Wealth Advisors's MO Position: Q3 2026 in Review

Opal Wealth Advisors sold out of Altria Group (MO) in Q3 2026, closing a stake of 7,455 shares — an estimated $536K sold.

Opal Wealth Advisors first reported a position in MO in Q1 2021 and held it in 20 quarters. The position peaked at $536K in Q2 2026. 2,223 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Opal Wealth Advisors reported no remaining Altria Group position as of Q3 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 7,455 Altria Group shares in Q3 2026, an estimated $536K.
  • Opal Wealth Advisors first reported a position in Altria Group in Q1 2021 and held it in 20 quarters.
  • Opal Wealth Advisors's Altria Group position peaked at $536K in Q2 2026.
  • 2,223 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.