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

Private 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	$65.8K	Hold	915	–	–	0.02%	204
2026 Q1	$60.4K	Hold	915	–	–	0.02%	171
2025 Q4	$52.8K	Hold	915	–	–	0.01%	190
2025 Q3	$60.4K	Sell	915 -104	-10%	-$6.59K	0.02%	163
2025 Q2	$59.7K	Hold	1,019	–	–	0.02%	150
2025 Q1	$61.2K	Buy	1,019 +104	+11%	+$5.68K	0.02%	147
2024 Q4	$47.8K	Sell	915 -31	-3%	-$1.65K	0.02%	169
2024 Q3	$48.3K	Hold	946	–	–	0.02%	166
2024 Q2	$43.1K	Hold	946	–	–	0.02%	168
2024 Q1	$41.3K	Hold	946	–	–	0.02%	180
2023 Q4	$38.2K	Buy	+946	New	+$39.1K	0.02%	189

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 Management Group's MO Position: Q2 2026 in Review

Private Wealth Management Group held its Altria Group (MO) position steady in Q2 2026 at 915 shares worth $65.8K. The position accounts for 0.02% of the portfolio, ranked #204.

Private Wealth Management Group first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Private Wealth Management Group held 915 shares of Altria Group worth $65.8K as of Q2 2026.
Private Wealth Management Group left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #204 holding.
Private Wealth Management Group first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.