PWMG
MO icon

Prestige Wealth Management Group’s Altria Group MO Stock Holding History

Prestige Wealth Management 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 		$32.1K Sell
439
-4,411
-91% -$308K 0.01% 309
2026
Q1 		$325K Buy
4,850
+91
+2% +$5.86K 0.06% 134
2025
Q4 		$279K Buy
4,759
+347
+8% +$21K 0.05% 142
2025
Q3 		$296K Buy
4,412
+157
+4% +$9.95K 0.06% 149
2025
Q2 		$254K Buy
4,255
+3,881
+1,038% +$228K 0.05% 152
2025
Q1 		$22.8K Hold
374
– – ﹤0.01% 331
2024
Q4 		$19.9K Hold
374
– – ﹤0.01% 353
2024
Q3 		$19.5K Sell
374
-1,250
-77% -$63.2K ﹤0.01% 346
2024
Q2 		$75K Hold
1,624
– – 0.02% 200
2024
Q1 		$72.4K Sell
1,624
-759
-32% -$31.5K 0.02% 227
2023
Q4 		$98.5K Buy
2,383
+10
+0.4% +$414 0.02% 188
2023
Q3 		$102K Hold
2,373
– – 0.03% 182
2023
Q2 		$110K Sell
2,373
-10,624
-82% -$481K 0.03% 196
2023
Q1 		$592K Buy
12,997
+10,600
+442% +$487K 0.15% 75
2022
Q4 		$112K Sell
2,397
-9,408
-80% -$426K 0.03% 182
2022
Q3 		$487K Buy
11,805
+1,424
+14% +$62.1K 0.14% 72
2022
Q2 		$443K Sell
10,381
-365
-3% -$18.9K 0.12% 80
2022
Q1 		$562K Buy
10,746
+8,224
+326% +$419K 0.14% 73
2021
Q4 		$119K Sell
2,522
-80
-3% -$3.67K 0.03% 183
2021
Q3 		$119K Buy
2,602
+16
+0.6% +$773 0.03% 175
2021
Q2 		$123K Hold
2,586
– – 0.03% 168
2021
Q1 		$132K Buy
2,586
+72
+3% +$3.23K 0.04% 155
2020
Q4 		$103K Sell
2,514
-337
-12% -$13.5K 0.03% 172
2020
Q3 		$110K Buy
2,851
+123
+5% +$5.12K 0.03% 159
2020
Q2 		$107K Sell
2,728
-98
-3% -$3.82K 0.04% 144
2020
Q1 		$109K Buy
2,826
+209
+8% +$9.28K 0.05% 117
2019
Q4 		$131K Sell
2,617
-79
-3% -$3.73K 0.07% 145
2019
Q3 		$110K Buy
2,696
+19
+0.7% +$874 0.06% 144
2019
Q2 		$127K Sell
2,677
-21
-0.8% -$1.1K 0.08% 133
2019
Q1 		$155K Buy
2,698
+1
+0% +$51 0.1% 121
2018
Q4 		$133K Buy
+2,697
New +$156K 0.1% 129

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

Prestige Wealth Management Group's MO Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Altria Group (MO) stake by 91% in Q2 2026, selling an estimated $308K and leaving 439 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #309.

Prestige Wealth Management Group first reported a position in MO in Q4 2018 and has held it in 31 quarters since. The position peaked at $592K in Q1 2023. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Prestige Wealth Management Group held 439 shares of Altria Group worth $32.1K as of Q2 2026.
  • Prestige Wealth Management Group sold 4,411 Altria Group shares in Q2 2026, an estimated $308K.
  • Altria Group made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #309 holding.
  • Prestige Wealth Management Group first reported a position in Altria Group in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Altria Group position peaked at $592K in Q1 2023.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.