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RWA Wealth Partners’s Altria Group MO Stock Holding History

RWA 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 		$1.93M Buy
26,879
+333
+1% +$23.2K 0.02% 269
2026
Q1 		$1.75M Sell
26,546
-41
-0.2% -$2.64K 0.02% 274
2025
Q4 		$1.53M Buy
26,587
+894
+3% +$54K 0.02% 295
2025
Q3 		$1.7M Buy
25,693
+10,636
+71% +$674K 0.02% 275
2025
Q2 		$883K Buy
15,057
+256
+2% +$15K 0.01% 349
2025
Q1 		$888K Sell
14,801
-560
-4% -$30.6K 0.01% 342
2024
Q4 		$803K Buy
15,361
+453
+3% +$24.1K 0.01% 356
2024
Q3 		$761K Buy
14,908
+4,625
+45% +$234K 0.01% 354
2024
Q2 		$468K Buy
10,283
+6
+0.1% +$266 0.01% 401
2024
Q1 		$448K Sell
10,277
-117
-1% -$4.85K 0.01% 405
2023
Q4 		$419K Buy
10,394
+104
+1% +$4.3K 0.01% 397
2023
Q3 		$433K Buy
10,290
+536
+5% +$23.7K 0.01% 284
2023
Q2 		$442K Buy
+9,754
New +$442K 0.01% 239
2020
Q4 		– Sell
-65,131
Closed -$2.52M – 238
2020
Q3 		$2.52M Buy
65,131
+2,172
+3% +$90.4K 0.26% 75
2020
Q2 		$2.47M Buy
62,959
+2,236
+4% +$87.2K 0.3% 69
2020
Q1 		$2.35M Buy
60,723
+37,562
+162% +$1.67M 0.33% 62
2019
Q4 		$1.16M Sell
23,161
-42,728
-65% -$2.02M 0.11% 111
2019
Q3 		$2.69M Buy
65,889
+548
+0.8% +$25.2K 0.28% 81
2019
Q2 		$3.09M Sell
65,341
-2,813
-4% -$147K 0.33% 71
2019
Q1 		$3.91M Buy
68,154
+2,917
+4% +$149K 0.45% 55
2018
Q4 		$3.22M Buy
65,237
+23,805
+57% +$1.38M 0.42% 65
2018
Q3 		$2.5M Buy
41,432
+39,662
+2,241% +$2.35M 0.28% 84
2018
Q2 		$101K Buy
1,770
+638
+56% +$36.8K 0.01% 321
2018
Q1 		$71K Buy
+1,132
New +$75K 0.01% 301

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

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

RWA Wealth Partners increased its Altria Group (MO) stake by 1.3% in Q2 2026, buying an estimated $23.2K and bringing the position to 26,879 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #269.

RWA Wealth Partners first reported a position in MO in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.91M in Q1 2019. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • RWA Wealth Partners held 26,879 shares of Altria Group worth $1.93M as of Q2 2026.
  • RWA Wealth Partners bought 333 Altria Group shares in Q2 2026, an estimated $23.2K.
  • Altria Group made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #269 holding.
  • RWA Wealth Partners first reported a position in Altria Group in Q1 2018 and has held it in 24 quarters since.
  • RWA Wealth Partners's Altria Group position peaked at $3.91M in Q1 2019.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.