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Perfromance Wealth Partners’s Altria Group MO Stock Holding History

Perfromance Wealth Partners’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 		$252K Sell
3,506
-202
-5% -$14.1K 0.01% 198
2026
Q1 		$245K Buy
3,708
+7
+0.2% +$450 0.01% 184
2025
Q4 		$213K Sell
3,701
-131
-3% -$7.91K 0.01% 191
2025
Q3 		$253K Buy
3,832
+1
+0% +$63 0.01% 179
2025
Q2 		$225K Sell
3,831
-73
-2% -$4.29K 0.01% 173
2025
Q1 		$234K Buy
+3,904
New +$213K 0.01% 151
2023
Q4 		– Sell
-5,221
Closed -$220K – 175
2023
Q3 		$220K Sell
5,221
-374
-7% -$16.5K 0.01% 154
2023
Q2 		$257K Sell
5,595
-558
-9% -$25.3K 0.01% 154
2023
Q1 		$275K Sell
6,153
-61
-1% -$2.8K 0.01% 149
2022
Q4 		$284K Sell
6,214
-169
-3% -$7.66K 0.02% 128
2022
Q3 		$258K Sell
6,383
-107
-2% -$4.67K 0.01% 133
2022
Q2 		$271K Sell
6,490
-35
-0.5% -$1.81K 0.02% 133
2022
Q1 		$341K Sell
6,525
-249
-4% -$12.7K 0.01% 128
2021
Q4 		$321K Buy
+6,774
New +$310K 0.01% 143

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

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

Perfromance Wealth Partners reduced its Altria Group (MO) stake by 5.4% in Q2 2026, selling an estimated $14.1K and leaving 3,506 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #198.

Perfromance Wealth Partners first reported a position in MO in Q4 2021 and has held it in 14 quarters since. The position peaked at $341K in Q1 2022. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Perfromance Wealth Partners held 3,506 shares of Altria Group worth $252K as of Q2 2026.
  • Perfromance Wealth Partners sold 202 Altria Group shares in Q2 2026, an estimated $14.1K.
  • Altria Group made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Perfromance Wealth Partners first reported a position in Altria Group in Q4 2021 and has held it in 14 quarters since.
  • Perfromance Wealth Partners's Altria Group position peaked at $341K in Q1 2022.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.