QWM
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Quadcap Wealth Management’s Altria Group MO Stock Holding History

Quadcap Wealth 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 		$629K Sell
8,742
-131
-1% -$9.14K 0.06% 244
2026
Q1 		$586K Sell
8,873
-587
-6% -$37.8K 0.07% 237
2025
Q4 		$545K Buy
9,460
+46
+0.5% +$2.78K 0.06% 247
2025
Q3 		$622K Sell
9,414
-171
-2% -$10.8K 0.07% 228
2025
Q2 		$562K Sell
9,585
-94
-1% -$5.52K 0.07% 243
2025
Q1 		$581K Sell
9,679
-19
-0.2% -$1.04K 0.08% 214
2024
Q4 		$507K Sell
9,698
-411
-4% -$21.9K 0.07% 234
2024
Q3 		$516K Sell
10,109
-491
-5% -$24.8K 0.08% 243
2024
Q2 		$483K Sell
10,600
-45
-0.4% -$2K 0.09% 247
2024
Q1 		$464K Sell
10,645
-2,174
-17% -$90.1K 0.11% 217
2023
Q4 		$517K Buy
+12,819
New +$530K 0.13% 204

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

Quadcap Wealth Management's MO Position: Q2 2026 in Review

Quadcap Wealth Management reduced its Altria Group (MO) stake by 1.5% in Q2 2026, selling an estimated $9.14K and leaving 8,742 shares worth $629K. The position accounts for 0.06% of the portfolio, ranked #244.

Quadcap Wealth Management first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Quadcap Wealth Management held 8,742 shares of Altria Group worth $629K as of Q2 2026.
  • Quadcap Wealth Management sold 131 Altria Group shares in Q2 2026, an estimated $9.14K.
  • Altria Group made up 0.06% of Quadcap Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Quadcap Wealth Management first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.