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Precedent Wealth Partners’s Altria Group MO Stock Holding History

Precedent 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 		$2.84M Buy
39,421
+3,090
+9% +$216K 0.47% 62
2026
Q1 		$2.4M Buy
36,331
+1,897
+6% +$122K 0.48% 64
2025
Q4 		$1.99M Buy
34,434
+1,734
+5% +$105K 0.42% 73
2025
Q3 		$2.16M Buy
32,700
+1,952
+6% +$124K 0.48% 64
2025
Q2 		$1.8M Buy
30,748
+3,476
+13% +$204K 0.44% 68
2025
Q1 		$1.64M Buy
27,272
+4,302
+19% +$235K 0.45% 65
2024
Q4 		$1.2M Sell
22,970
-331
-1% -$17.6K 0.39% 75
2024
Q3 		$1.19M Buy
+23,301
New +$1.18M 0.39% 70

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

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

Precedent Wealth Partners increased its Altria Group (MO) stake by 8.5% in Q2 2026, buying an estimated $216K and bringing the position to 39,421 shares worth $2.84M. The position accounts for 0.47% of the portfolio, ranked #62.

Precedent Wealth Partners first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Precedent Wealth Partners held 39,421 shares of Altria Group worth $2.84M as of Q2 2026.
  • Precedent Wealth Partners bought 3,090 Altria Group shares in Q2 2026, an estimated $216K.
  • Altria Group made up 0.47% of Precedent Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Precedent Wealth Partners first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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