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Red Door Wealth Management’s Altria Group MO Stock Holding History

Red Door 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 		$1.48M Sell
20,601
-328
-2% -$22.9K 0.14% 97
2026
Q1 		$1.38M Buy
20,929
+5,554
+36% +$357K 0.14% 93
2025
Q4 		$887K Buy
15,375
+562
+4% +$33.9K 0.09% 110
2025
Q3 		$979K Buy
14,813
+1
+0% +$63 0.1% 103
2025
Q2 		$868K Buy
14,812
+3,200
+28% +$188K 0.1% 113
2025
Q1 		$697K Buy
11,612
+26
+0.2% +$1.42K 0.1% 107
2024
Q4 		$606K Sell
11,586
-12
-0.1% -$639 0.09% 117
2024
Q3 		$592K Buy
11,598
+449
+4% +$22.7K 0.1% 112
2024
Q2 		$508K Sell
11,149
-4,341
-28% -$193K 0.09% 112
2024
Q1 		$676K Buy
15,490
+1,635
+12% +$67.8K 0.13% 98
2023
Q4 		$559K Buy
13,855
+1,442
+12% +$59.6K 0.12% 107
2023
Q3 		$522K Sell
12,413
-646
-5% -$28.5K 0.13% 104
2023
Q2 		$592K Buy
13,059
+5,036
+63% +$228K 0.13% 119
2023
Q1 		$358K Buy
8,023
+3,061
+62% +$141K 0.11% 110
2022
Q4 		$227K Sell
4,962
-9,300
-65% -$421K 0.07% 129
2022
Q3 		$575K Sell
14,262
-429
-3% -$18.7K 0.22% 80
2022
Q2 		$613K Buy
14,691
+414
+3% +$21.4K 0.23% 77
2022
Q1 		$745K Sell
14,277
-431
-3% -$22K 0.25% 70
2021
Q4 		$697K Buy
14,708
+336
+2% +$15.4K 0.23% 80
2021
Q3 		$654K Sell
14,372
-935
-6% -$45.2K 0.25% 78
2021
Q2 		$729K Buy
15,307
+384
+3% +$18.9K 0.28% 70
2021
Q1 		$765K Buy
14,923
+167
+1% +$7.48K 0.39% 65
2020
Q4 		$605K Buy
14,756
+21
+0.1% +$843 0.36% 66
2020
Q3 		$569K Buy
14,735
+158
+1% +$6.58K 0.42% 64
2020
Q2 		$572K Sell
14,577
-3,453
-19% -$135K 0.42% 61
2020
Q1 		$697K Buy
18,030
+1,512
+9% +$67.1K 0.66% 42
2019
Q4 		$839K Buy
+16,518
New +$779K 0.75% 41

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Red Door Wealth Management's MO Position: Q2 2026 in Review

Red Door Wealth Management reduced its Altria Group (MO) stake by 1.6% in Q2 2026, selling an estimated $22.9K and leaving 20,601 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #97.

Red Door Wealth Management first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 1,180 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Red Door Wealth Management held 20,601 shares of Altria Group worth $1.48M as of Q2 2026.
  • Red Door Wealth Management sold 328 Altria Group shares in Q2 2026, an estimated $22.9K.
  • Altria Group made up 0.14% of Red Door Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Red Door Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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