Private Wealth Asset Management’s Altria Group MO Stock Holding History

Private Wealth Asset Management’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	$1.46M	Hold	20,259	–	–	0.14%	99
2026 Q1	$1.34M	Sell	20,259 -197	-1%	-$12.7K	0.14%	101
2025 Q4	$1.18M	Buy	20,456 +85	+0.4%	+$5.13K	0.13%	116
2025 Q3	$1.35M	Hold	20,371	–	–	0.16%	94
2025 Q2	$1.19M	Sell	20,371 -494	-2%	-$29K	0.16%	101
2025 Q1	$1.25M	Buy	+20,865	New	+$1.14M	0.18%	93

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Asset Management's MO Position: Q2 2026 in Review

Private Wealth Asset Management held its Altria Group (MO) position steady in Q2 2026 at 20,259 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #99.

Private Wealth Asset Management 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.

Private Wealth Asset Management held 20,259 shares of Altria Group worth $1.46M as of Q2 2026.
Private Wealth Asset Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.14% of Private Wealth Asset Management's portfolio in Q2 2026, its #99 holding.
Private Wealth Asset Management 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 Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.