Q1WB
MO icon

Quest 10 Wealth Builders’s Altria Group MO Stock Holding History

Quest 10 Wealth Builders’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 		$206K Sell
2,870
-17
-0.6% -$1.19K 0.16% 95
2026
Q1 		$191K Sell
2,887
-9
-0.3% -$579 0.17% 101
2025
Q4 		$167K Buy
2,896
+828
+40% +$50K 0.15% 109
2025
Q3 		$137K Sell
2,068
-622
-23% -$39.4K 0.13% 111
2025
Q2 		$158K Sell
2,690
-615
-19% -$36.1K 0.15% 106
2025
Q1 		$198K Sell
3,305
-1,281
-28% -$69.9K 0.21% 91
2024
Q4 		$240K Buy
+4,586
New +$244K 0.24% 84

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

Quest 10 Wealth Builders's MO Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Altria Group (MO) stake by 0.59% in Q2 2026, selling an estimated $1.19K and leaving 2,870 shares worth $206K. The position accounts for 0.16% of the portfolio, ranked #95.

Quest 10 Wealth Builders first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $240K in Q4 2024. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Quest 10 Wealth Builders held 2,870 shares of Altria Group worth $206K as of Q2 2026.
  • Quest 10 Wealth Builders sold 17 Altria Group shares in Q2 2026, an estimated $1.19K.
  • Altria Group made up 0.16% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #95 holding.
  • Quest 10 Wealth Builders first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Altria Group position peaked at $240K in Q4 2024.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.