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Peterson Wealth Services’s Altria Group MO Stock Holding History

Peterson Wealth Services’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 		$24.6K Hold
342
– – 0.01% 174
2026
Q1 		$22.6K Hold
342
– – 0.01% 176
2025
Q4 		$19.7K Sell
342
-59,088
-99% -$3.57M 0.01% 168
2025
Q3 		$22.6K Buy
+59,430
New +$3.77M 0.01% 173

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Peterson Wealth Services held its Altria Group (MO) position steady in Q2 2026 at 342 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #174.

Peterson Wealth Services first reported a position in MO in Q3 2025 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Peterson Wealth Services held 342 shares of Altria Group worth $24.6K as of Q2 2026.
  • Peterson Wealth Services left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #174 holding.
  • Peterson Wealth Services first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.