Papamarkou Wellner Asset Management’s Altria Group MO Stock Holding History

Papamarkou Wellner Asset 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	$867K	Hold	13,140	–	–	0.54%	41
2026 Q1	$867K	Hold	13,140	–	–	0.53%	42
2025 Q4	$758K	Hold	13,140	–	–	0.46%	46
2025 Q3	$868K	Hold	13,140	–	–	0.54%	43
2025 Q2	$770K	Hold	13,140	–	–	0.51%	47
2025 Q1	$789K	Hold	13,140	–	–	0.55%	47
2024 Q4	$687K	Buy	+13,140	New	+$700K	0.47%	49

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

Papamarkou Wellner Asset Management's MO Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its Altria Group (MO) position steady in Q2 2026 at 13,140 shares worth $867K. The position accounts for 0.54% of the portfolio, ranked #41.

Papamarkou Wellner Asset Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $868K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Papamarkou Wellner Asset Management held 13,140 shares of Altria Group worth $867K as of Q2 2026.
Papamarkou Wellner Asset Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.54% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #41 holding.
Papamarkou Wellner Asset Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Papamarkou Wellner Asset Management's Altria Group position peaked at $868K in Q3 2025.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.