Peterson Wealth Management’s Altria Group MO Stock Holding History

Peterson 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	$120K	Hold	1,671	–	–	0.06%	55
2026 Q1	$110K	Buy	+1,671	New	+$108K	0.06%	52

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

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

Peterson Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 1,671 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #55.

Peterson Wealth Management first reported a position in MO in Q1 2026 and has held it in 2 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Peterson Wealth Management held 1,671 shares of Altria Group worth $120K as of Q2 2026.
Peterson Wealth Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.06% of Peterson Wealth Management's portfolio in Q2 2026, its #55 holding.
Peterson Wealth Management first reported a position in Altria Group in Q1 2026 and has held it in 2 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.