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Regent Peak Wealth Advisors’s Altria Group MO Stock Holding History

Regent Peak Wealth Advisors’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 		$281K Buy
3,905
+248
+7% +$17.3K 0.05% 163
2026
Q1 		$241K Buy
3,657
+32
+0.9% +$2.06K 0.05% 172
2025
Q4 		$209K Sell
3,625
-30
-0.8% -$1.81K 0.04% 181
2025
Q3 		$241K Buy
+3,655
New +$232K 0.05% 162
2025
Q1 		$207K Buy
+3,455
New +$189K 0.05% 162
2024
Q4 		– Sell
-5,183
Closed -$265K – 188
2024
Q3 		$265K Buy
5,183
+121
+2% +$6.12K 0.06% 134
2024
Q2 		$231K Sell
5,062
-456
-8% -$20.2K 0.05% 144
2024
Q1 		$241K Sell
5,518
-680
-11% -$28.2K 0.06% 137
2023
Q4 		$250K Sell
6,198
-442
-7% -$18.3K 0.07% 128
2023
Q3 		$279K Sell
6,640
-35
-0.5% -$1.55K 0.09% 117
2023
Q2 		$302K Sell
6,675
-94
-1% -$4.26K 0.09% 108
2023
Q1 		$302K Buy
6,769
+158
+2% +$7.26K 0.09% 108
2022
Q4 		$308K Sell
6,611
-459
-6% -$20.8K 0.1% 114
2022
Q3 		$285K Buy
7,070
+1,046
+17% +$45.6K 0.1% 116
2022
Q2 		$251K Buy
6,024
+57
+1% +$2.95K 0.08% 129
2022
Q1 		$312K Buy
5,967
+15
+0.3% +$764 0.09% 123
2021
Q4 		$282K Sell
5,952
-1,194
-17% -$54.7K 0.08% 135
2021
Q3 		$325K Buy
7,146
+52
+0.7% +$2.51K 0.09% 120
2021
Q2 		$341K Buy
7,094
+611
+9% +$30K 0.1% 116
2021
Q1 		$331K Buy
6,483
+241
+4% +$10.8K 0.11% 109
2020
Q4 		$256K Buy
6,242
+165
+3% +$6.63K 0.09% 122
2020
Q3 		$235K Buy
6,077
+161
+3% +$6.7K 0.1% 112
2020
Q2 		$232K Buy
5,916
+497
+9% +$19.4K 0.11% 107
2020
Q1 		$209K Sell
5,419
-9
-0.2% -$399 0.12% 101
2019
Q4 		$270K Buy
+5,428
New +$256K 0.12% 102

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Regent Peak Wealth Advisors's MO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Altria Group (MO) stake by 6.8% in Q2 2026, buying an estimated $17.3K and bringing the position to 3,905 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #163.

Regent Peak Wealth Advisors first reported a position in MO in Q4 2019 and has held it in 25 quarters since. The position peaked at $341K in Q2 2021. 646 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Regent Peak Wealth Advisors held 3,905 shares of Altria Group worth $281K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 248 Altria Group shares in Q2 2026, an estimated $17.3K.
  • Altria Group made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Regent Peak Wealth Advisors first reported a position in Altria Group in Q4 2019 and has held it in 25 quarters since.
  • Regent Peak Wealth Advisors's Altria Group position peaked at $341K in Q2 2021.
  • 646 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.