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Portside Wealth Group’s Altria Group MO Stock Holding History

Portside Wealth Group’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 		$716K Buy
9,956
+2,039
+26% +$142K 0.08% 238
2026
Q1 		$522K Buy
7,917
+1,028
+15% +$66.1K 0.07% 249
2025
Q4 		$397K Buy
6,889
+131
+2% +$7.91K 0.05% 303
2025
Q3 		$446K Buy
6,758
+905
+15% +$57.3K 0.06% 278
2025
Q2 		$343K Buy
5,853
+1,330
+29% +$78.1K 0.05% 319
2025
Q1 		$271K Buy
+4,523
New +$247K 0.04% 358

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

Portside Wealth Group's MO Position: Q2 2026 in Review

Portside Wealth Group increased its Altria Group (MO) stake by 26% in Q2 2026, buying an estimated $142K and bringing the position to 9,956 shares worth $716K. The position accounts for 0.08% of the portfolio, ranked #238.

Portside Wealth Group first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Portside Wealth Group held 9,956 shares of Altria Group worth $716K as of Q2 2026.
  • Portside Wealth Group bought 2,039 Altria Group shares in Q2 2026, an estimated $142K.
  • Altria Group made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #238 holding.
  • Portside Wealth Group first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.