Premier Path Wealth Partners’s Altria Group MO Stock Holding History

Premier Path 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	$1.42M	Buy	19,772 +3,169	+19%	+$221K	0.16%	130
2026 Q1	$1.1M	Buy	16,603 +4,824	+41%	+$310K	0.14%	145
2025 Q4	$679K	Buy	11,779 +1,132	+11%	+$68.4K	0.09%	213
2025 Q3	$703K	Buy	10,647 +1,294	+14%	+$82K	0.09%	219
2025 Q2	$548K	Buy	9,353 +1,131	+14%	+$66.4K	0.08%	236
2025 Q1	$493K	Buy	8,222 +579	+8%	+$31.6K	0.08%	232
2024 Q4	$400K	Buy	7,643 +244	+3%	+$13K	0.06%	259
2024 Q3	$378K	Buy	7,399 +73	+1%	+$3.69K	0.06%	267
2024 Q2	$334K	Buy	7,326 +1,181	+19%	+$52.4K	0.06%	280
2024 Q1	$268K	Sell	6,145 -1,156	-16%	-$47.9K	0.05%	289
2023 Q4	$295K	Buy	+7,301	New	+$302K	0.07%	265

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Premier Path Wealth Partners's MO Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Altria Group (MO) stake by 19% in Q2 2026, buying an estimated $221K and bringing the position to 19,772 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #130.

Premier Path Wealth Partners first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 1,156 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Premier Path Wealth Partners held 19,772 shares of Altria Group worth $1.42M as of Q2 2026.
Premier Path Wealth Partners bought 3,169 Altria Group shares in Q2 2026, an estimated $221K.
Altria Group made up 0.16% of Premier Path Wealth Partners's portfolio in Q2 2026, its #130 holding.
Premier Path Wealth Partners first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
1,156 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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