Palacios Wealth Management’s Altria Group MO Stock Holding History

Palacios 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	$370K	Sell	5,140 -18	-0.3%	-$1.26K	0.22%	53
2026 Q1	$375K	Buy	5,158 +783	+18%	+$50.4K	0.23%	54
2025 Q4	$252K	Sell	4,375 -765	-15%	-$46.2K	0.19%	60
2025 Q3	$340K	Buy	5,140 +80	+2%	+$5.07K	0.22%	55
2025 Q2	$297K	Sell	5,060 -625	-11%	-$36.7K	0.24%	55
2025 Q1	$341K	Hold	5,685	–	–	0.25%	45
2024 Q4	$291K	Buy	+5,685	New	+$303K	0.31%	47

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

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

Palacios Wealth Management reduced its Altria Group (MO) stake by 0.35% in Q2 2026, selling an estimated $1.26K and leaving 5,140 shares worth $370K. The position accounts for 0.22% of the portfolio, ranked #53.

Palacios Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $375K in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Palacios Wealth Management held 5,140 shares of Altria Group worth $370K as of Q2 2026.
Palacios Wealth Management sold 18 Altria Group shares in Q2 2026, an estimated $1.26K.
Altria Group made up 0.22% of Palacios Wealth Management's portfolio in Q2 2026, its #53 holding.
Palacios Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Palacios Wealth Management's Altria Group position peaked at $375K in Q1 2026.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.