Retirement Wealth Solutions’s Altria Group MO Stock Holding History

Retirement Wealth Solutions’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	$21.7K	Sell	302 -1	-0.3%	-$70	0.01%	150
2026 Q1	$20K	Sell	303 -126	-29%	-$8.11K	0.01%	147
2025 Q4	$24.7K	Sell	429 -64	-13%	-$3.86K	0.02%	141
2025 Q3	$32.6K	Buy	493 +16	+3%	+$1.01K	0.02%	117
2025 Q2	$28K	Buy	477 +5	+1%	+$294	0.02%	126
2025 Q1	$28.4K	Hold	472	–	–	0.02%	106
2024 Q4	$24K	Buy	+472	New	+$25.1K	0.02%	130

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Retirement Wealth Solutions's MO Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Altria Group (MO) stake by 0.33% in Q2 2026, selling an estimated $70 and leaving 302 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #150.

Retirement Wealth Solutions first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.6K in Q3 2025. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Retirement Wealth Solutions held 302 shares of Altria Group worth $21.7K as of Q2 2026.
Retirement Wealth Solutions sold 1 Altria Group share in Q2 2026, an estimated $70.
Altria Group made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #150 holding.
Retirement Wealth Solutions first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Altria Group position peaked at $32.6K in Q3 2025.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.