RKL Wealth Management’s Altria Group MO Stock Holding History

RKL 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	$2.6M	Buy	36,196 +267	+0.7%	+$18.6K	0.21%	59
2026 Q1	$2.37M	Sell	35,929 -157	-0.4%	-$10.1K	0.21%	61
2025 Q4	$2.08M	Sell	36,086 -403	-1%	-$24.3K	0.17%	68
2025 Q3	$2.41M	Buy	36,489 +8	+0%	+$507	0.21%	60
2025 Q2	$2.14M	Sell	36,481 -42	-0.1%	-$2.47K	0.19%	65
2025 Q1	$2.19M	Sell	36,523 -14,914	-29%	-$814K	0.21%	66
2024 Q4	$2.69M	Buy	51,437 +47,418	+1,180%	+$2.53M	0.24%	57
2024 Q3	$205K	Buy	+4,019	New	+$203K	0.02%	159
2023 Q3	–	Sell	-5,115	Closed	-$232K	–	132
2023 Q2	$232K	Buy	5,115 +7	+0.1%	+$317	0.03%	123
2023 Q1	$228K	Sell	5,108 -285	-5%	-$13.1K	0.03%	125
2022 Q4	$247K	Buy	5,393 +183	+4%	+$8.29K	0.03%	120
2022 Q3	$210K	Buy	5,210 +12	+0.2%	+$523	0.03%	125
2022 Q2	$217K	Buy	5,198 +992	+24%	+$51.4K	0.03%	131
2022 Q1	$220K	Buy	+4,206	New	+$214K	0.03%	136
2021 Q2	–	Sell	-4,242	Closed	-$217K	–	134
2021 Q1	$217K	Sell	4,242 -798	-16%	-$35.8K	0.03%	126
2020 Q4	$207K	Sell	5,040 -2,197	-30%	-$88.2K	0.03%	124
2020 Q3	$280K	Buy	+7,237	New	+$301K	0.04%	105
2020 Q1	–	Sell	-6,354	Closed	-$317K	–	118
2019 Q4	$317K	Sell	6,354 -589	-8%	-$27.8K	0.06%	105
2019 Q3	$287K	Sell	6,943 -1,445	-17%	-$66.5K	0.05%	112
2019 Q2	$394K	Sell	8,388 -850	-9%	-$44.5K	0.07%	103
2019 Q1	$532K	Sell	9,238 -1,371	-13%	-$70.1K	0.1%	96
2018 Q4	$523K	Sell	10,609 -341	-3%	-$19.8K	0.12%	93
2018 Q3	$663K	Sell	10,950 -2,628	-19%	-$156K	0.14%	88
2018 Q2	$771K	Sell	13,578 -2,747	-17%	-$158K	0.17%	84
2018 Q1	$1.02M	Sell	16,325 -4,747	-23%	-$314K	0.24%	78
2017 Q4	$1.51M	Sell	21,072 -10,430	-33%	-$699K	0.37%	58
2017 Q3	$2M	Sell	31,502 -6,014	-16%	-$401K	0.56%	46
2017 Q2	$2.79M	Sell	37,516 -9,963	-21%	-$729K	0.88%	38
2017 Q1	$3.39M	Sell	47,479 -12,834	-21%	-$929K	1.36%	28
2016 Q4	$4.08M	Sell	60,313 -3,903	-6%	-$251K	1.97%	23
2016 Q3	$4.06M	Buy	64,216 +3,297	+5%	+$219K	2.05%	25
2016 Q2	$4.04M	Buy	60,919 +14,789	+32%	+$947K	2.1%	25
2016 Q1	$2.89M	Buy	46,130 +38,477	+503%	+$2.33M	1.66%	25
2015 Q4	$452K	Buy	7,653 +33	+0.4%	+$1.91K	0.21%	38
2015 Q3	$415K	Sell	7,620 -1,445	-16%	-$77.5K	0.26%	38
2015 Q2	$443K	Sell	9,065 -150	-2%	-$7.6K	0.27%	40
2015 Q1	$461K	Buy	9,215 +4	+0%	+$212	0.28%	40
2014 Q4	$454K	Buy	9,211 +287	+3%	+$14K	0.3%	41
2014 Q3	$410K	Hold	8,924	–	–	0.29%	45
2014 Q2	$374K	Sell	8,924 -1,980	-18%	-$79.7K	0.27%	44
2014 Q1	$408K	Buy	+10,904	New	+$396K	0.31%	44

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

RKL Wealth Management increased its Altria Group (MO) stake by 0.74% in Q2 2026, buying an estimated $18.6K and bringing the position to 36,196 shares worth $2.6M. The position accounts for 0.21% of the portfolio, ranked #59.

RKL Wealth Management first reported a position in MO in Q1 2014 and has held it in 41 quarters since. The position peaked at $4.08M in Q4 2016. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

RKL Wealth Management held 36,196 shares of Altria Group worth $2.6M as of Q2 2026.
RKL Wealth Management bought 267 Altria Group shares in Q2 2026, an estimated $18.6K.
Altria Group made up 0.21% of RKL Wealth Management's portfolio in Q2 2026, its #59 holding.
RKL Wealth Management first reported a position in Altria Group in Q1 2014 and has held it in 41 quarters since.
RKL Wealth Management's Altria Group position peaked at $4.08M in Q4 2016.
2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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