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Revolve Wealth Partners’s Altria Group MO Stock Holding History

Revolve Wealth Partners’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 		$242K Sell
3,369
-214
-6% -$14.9K 0.03% 309
2026
Q1 		$236K Buy
+3,583
New +$231K 0.03% 201
2025
Q4 		– Sell
-3,337
Closed -$220K – 234
2025
Q3 		$220K Buy
+3,337
New +$211K 0.03% 211
2025
Q2 		– Sell
-3,367
Closed -$202K – 236
2025
Q1 		$202K Buy
+3,367
New +$184K 0.03% 219

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

Revolve Wealth Partners's MO Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Altria Group (MO) stake by 6% in Q2 2026, selling an estimated $14.9K and leaving 3,369 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #309.

Revolve Wealth Partners first reported a position in MO in Q1 2025 and has held it in 4 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Revolve Wealth Partners held 3,369 shares of Altria Group worth $242K as of Q2 2026.
  • Revolve Wealth Partners sold 214 Altria Group shares in Q2 2026, an estimated $14.9K.
  • Altria Group made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #309 holding.
  • Revolve Wealth Partners first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.