Partners Wealth Management’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$624K Sell
8,676
-33
-0.4% -$2.3K 0.61% 46
2026
Q1
$575K Buy
8,709
+40
+0.5% +$2.57K 0.59% 48
2025
Q4
$500K Buy
8,669
+34
+0.4% +$2.05K 0.52% 49
2025
Q3
$570K Buy
8,635
+74
+0.9% +$4.69K 0.56% 49
2025
Q2
$503K Hold
8,561
0.57% 50
2025
Q1
$514K Sell
8,561
-200
-2% -$10.9K 0.58% 49
2024
Q4
$458K Buy
+8,761
New +$467K 0.52% 54

Other funds holding MO

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

Partners Wealth Management reduced its Altria Group (MO) stake by 0.38% in Q2 2026, selling an estimated $2.3K and leaving 8,676 shares worth $624K. The position accounts for 0.61% of the portfolio, ranked #46.

Partners Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 737 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Partners Wealth Management held 8,676 shares of Altria Group worth $624K as of Q2 2026.
  • Partners Wealth Management sold 33 Altria Group shares in Q2 2026, an estimated $2.3K.
  • Altria Group made up 0.61% of Partners Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Partners Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 737 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.