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Rialto Wealth Management’s Altria Group MO Stock Holding History

Rialto 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 		$136K Buy
1,893
+51
+3% +$3.56K 0.03% 204
2026
Q1 		$122K Buy
1,842
+299
+19% +$19.2K 0.03% 194
2025
Q4 		$89K Sell
1,543
-10
-0.6% -$604 0.02% 220
2025
Q3 		$103K Buy
1,553
+3
+0.2% +$190 0.03% 201
2025
Q2 		$90.9K Buy
1,550
+35
+2% +$2.06K 0.03% 210
2025
Q1 		$90.9K Hold
1,515
– – 0.03% 198
2024
Q4 		$79.2K Buy
+1,515
New +$80.7K 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

Rialto Wealth Management's MO Position: Q2 2026 in Review

Rialto Wealth Management increased its Altria Group (MO) stake by 2.8% in Q2 2026, buying an estimated $3.56K and bringing the position to 1,893 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #204.

Rialto Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Rialto Wealth Management held 1,893 shares of Altria Group worth $136K as of Q2 2026.
  • Rialto Wealth Management bought 51 Altria Group shares in Q2 2026, an estimated $3.56K.
  • Altria Group made up 0.03% of Rialto Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Rialto Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.