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RMR Wealth Builders’s Altria Group MO Stock Holding History

RMR Wealth Builders’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 		$4.36M Buy
60,666
+17,448
+40% +$1.22M 0.27% 58
2026
Q1 		$2.85M Buy
43,218
+38,219
+765% +$2.46M 0.22% 70
2025
Q4 		$288K Buy
4,999
+602
+14% +$36.3K 0.02% 234
2025
Q3 		$290K Buy
4,397
+641
+17% +$40.6K 0.02% 231
2025
Q2 		$220K Buy
3,756
+38
+1% +$2.23K 0.02% 267
2025
Q1 		$223K Buy
+3,718
New +$203K 0.02% 239
2023
Q2 		– Sell
-4,484
Closed -$200K – 215
2023
Q1 		$200K Buy
+4,484
New +$206K 0.04% 203
2022
Q2 		– Sell
-7,676
Closed -$401K – 208
2022
Q1 		$401K Buy
+7,676
New +$391K 0.09% 135
2021
Q4 		– Sell
-6,136
Closed -$285K – 177
2021
Q3 		$285K Sell
6,136
-848
-12% -$41K 0.08% 141
2021
Q2 		$339K Sell
6,984
-1,541
-18% -$75.7K 0.11% 123
2021
Q1 		$436K Buy
8,525
+2,054
+32% +$92K 0.11% 108
2020
Q4 		$265K Sell
6,471
-8,135
-56% -$327K 0.13% 124
2020
Q3 		$564K Buy
14,606
+9,026
+162% +$376K 0.15% 107
2020
Q2 		$219K Buy
+5,580
New +$218K 0.2% 104
2019
Q4 		$246K Buy
+4,923
New +$232K 0.24% 96

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

RMR Wealth Builders's MO Position: Q2 2026 in Review

RMR Wealth Builders increased its Altria Group (MO) stake by 40% in Q2 2026, buying an estimated $1.22M and bringing the position to 60,666 shares worth $4.36M. The position accounts for 0.27% of the portfolio, ranked #58.

RMR Wealth Builders first reported a position in MO in Q4 2019 and has held it in 15 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • RMR Wealth Builders held 60,666 shares of Altria Group worth $4.36M as of Q2 2026.
  • RMR Wealth Builders bought 17,448 Altria Group shares in Q2 2026, an estimated $1.22M.
  • Altria Group made up 0.27% of RMR Wealth Builders's portfolio in Q2 2026, its #58 holding.
  • RMR Wealth Builders first reported a position in Altria Group in Q4 2019 and has held it in 15 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.