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

Quadrant Private 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 		$217K Buy
+2,970
New +$207K 0.05% 158
2025
Q4 		– Sell
-3,029
Closed -$203K – 281
2025
Q3 		$203K Buy
+3,029
New +$192K 0.04% 244

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

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

Quadrant Private Wealth Management opened a new position in Altria Group (MO) in Q2 2026: 2,970 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in MO as recently as Q3 2025.

Quadrant Private Wealth Management first reported a position in MO in Q3 2025 and has held it in 2 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Quadrant Private Wealth Management held 2,970 shares of Altria Group worth $217K as of Q2 2026.
  • Altria Group was a new Quadrant Private Wealth Management position in Q2 2026.
  • Altria Group made up 0.05% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Quadrant Private Wealth Management first reported a position in Altria Group in Q3 2025 and has held it in 2 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.