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Riverbend Wealth Management’s Altria Group MO Stock Holding History

Riverbend 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 		$579K Buy
8,051
+1,641
+26% +$115K 0.29% 94
2026
Q1 		$423K Sell
6,410
-69
-1% -$4.44K 0.24% 100
2025
Q4 		$374K Buy
6,479
+93
+1% +$5.62K 0.23% 103
2025
Q3 		$422K Buy
6,386
+117
+2% +$7.41K 0.29% 87
2025
Q2 		$368K Buy
6,269
+84
+1% +$4.93K 0.28% 91
2025
Q1 		$371K Buy
6,185
+167
+3% +$9.12K 0.33% 81
2024
Q4 		$315K Buy
+6,018
New +$321K 0.28% 88

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Riverbend Wealth Management increased its Altria Group (MO) stake by 26% in Q2 2026, buying an estimated $115K and bringing the position to 8,051 shares worth $579K. The position accounts for 0.29% of the portfolio, ranked #94.

Riverbend Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 1,238 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Riverbend Wealth Management held 8,051 shares of Altria Group worth $579K as of Q2 2026.
  • Riverbend Wealth Management bought 1,641 Altria Group shares in Q2 2026, an estimated $115K.
  • Altria Group made up 0.29% of Riverbend Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Riverbend Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.