SWM
MO icon

Salvus Wealth Management’s Altria Group MO Stock Holding History

Salvus 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 		$1.18M Sell
16,449
-267
-2% -$18.6K 0.66% 48
2026
Q1 		$1.1M Buy
16,716
+225
+1% +$14.5K 0.64% 45
2025
Q4 		$951K Buy
16,491
+330
+2% +$19.9K 0.53% 52
2025
Q3 		$1.07M Buy
16,161
+903
+6% +$57.2K 0.6% 45
2025
Q2 		$895K Sell
15,258
-104
-0.7% -$6.11K 0.52% 56
2025
Q1 		$922K Buy
15,362
+621
+4% +$33.9K 0.58% 51
2024
Q4 		$771K Buy
14,741
+53
+0.4% +$2.82K 0.49% 57
2024
Q3 		$750K Buy
14,688
+393
+3% +$19.9K 0.46% 61
2024
Q2 		$651K Sell
14,295
-43
-0.3% -$1.91K 0.45% 62
2024
Q1 		$625K Buy
14,338
+12
+0.1% +$498 0.43% 66
2023
Q4 		$578K Buy
14,326
+250
+2% +$10.3K 0.41% 68
2023
Q3 		$592K Buy
14,076
+364
+3% +$16.1K 0.47% 59
2023
Q2 		$621K Buy
13,712
+522
+4% +$23.6K 0.48% 58
2023
Q1 		$589K Buy
13,190
+212
+2% +$9.75K 0.48% 61
2022
Q4 		$593K Buy
12,978
+74
+0.6% +$3.35K 0.54% 53
2022
Q3 		$521K Buy
12,904
+578
+5% +$25.2K 0.5% 52
2022
Q2 		$515K Sell
12,326
-69
-0.6% -$3.57K 0.46% 57
2022
Q1 		$648K Buy
12,395
+323
+3% +$16.5K 0.5% 54
2021
Q4 		$572K Buy
12,072
+331
+3% +$15.2K 0.42% 54
2021
Q3 		$534K Buy
11,741
+665
+6% +$32.1K 0.44% 55
2021
Q2 		$530K Buy
11,076
+1,350
+14% +$66.3K 0.45% 54
2021
Q1 		$501K Buy
9,726
+620
+7% +$27.8K 0.47% 52
2020
Q4 		$379K Buy
+9,106
New +$366K 0.41% 62

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Salvus Wealth Management reduced its Altria Group (MO) stake by 1.6% in Q2 2026, selling an estimated $18.6K and leaving 16,449 shares worth $1.18M. The position accounts for 0.66% of the portfolio, ranked #48.

Salvus Wealth Management first reported a position in MO in Q4 2020 and has held it in 23 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Salvus Wealth Management held 16,449 shares of Altria Group worth $1.18M as of Q2 2026.
  • Salvus Wealth Management sold 267 Altria Group shares in Q2 2026, an estimated $18.6K.
  • Altria Group made up 0.66% of Salvus Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Salvus Wealth Management first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.