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Principia Wealth Advisory’s Altria Group MO Stock Holding History

Principia Wealth Advisory’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 		$12.7K Buy
176
+78
+80% +$5.44K 0.01% 217
2026
Q1 		$6.47K Buy
98
+20
+26% +$1.29K ﹤0.01% 256
2025
Q4 		$4.5K Sell
78
-2
-3% -$121 ﹤0.01% 291
2025
Q3 		$5.29K Buy
80
+11
+16% +$697 ﹤0.01% 267
2025
Q2 		$4.04K Buy
69
+24
+53% +$1.41K ﹤0.01% 262
2025
Q1 		$2.54K Buy
45
+2
+5% +$109 ﹤0.01% 256
2024
Q4 		$2.25K Buy
+43
New +$2.29K ﹤0.01% 231

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's MO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Altria Group (MO) stake by 80% in Q2 2026, buying an estimated $5.44K and bringing the position to 176 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #217.

Principia Wealth Advisory first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Principia Wealth Advisory held 176 shares of Altria Group worth $12.7K as of Q2 2026.
  • Principia Wealth Advisory bought 78 Altria Group shares in Q2 2026, an estimated $5.44K.
  • Altria Group made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #217 holding.
  • Principia Wealth Advisory first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.