Schneider Downs Wealth Management Advisors’s Altria Group MO Stock Holding History

Schneider Downs Wealth Management Advisors’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	$346K	Hold	4,806	–	–	0.03%	126
2026 Q1	$317K	Sell	4,806 -8	-0.2%	-$515	0.04%	120
2025 Q4	$278K	Buy	4,814 +8	+0.2%	+$483	0.03%	130
2025 Q3	$317K	Buy	4,806 +168	+4%	+$10.6K	0.04%	116
2025 Q2	$272K	Buy	+4,638	New	+$272K	0.04%	123
2024 Q4	–	Sell	-4,241	Closed	-$216K	–	144
2024 Q3	$216K	Buy	+4,241	New	+$214K	0.04%	130
2022 Q2	–	Sell	-4,138	Closed	-$216K	–	147
2022 Q1	$216K	Sell	4,138 -100	-2%	-$5.09K	0.06%	138
2021 Q4	$201K	Sell	4,238 -400	-9%	-$18.3K	0.05%	150
2021 Q3	$211K	Buy	+4,638	New	+$224K	0.05%	137
2021 Q2	–	Sell	-4,666	Closed	-$239K	–	141
2021 Q1	$239K	Buy	+4,666	New	+$209K	0.06%	119
2020 Q4	–	Sell	-5,316	Closed	-$205K	–	101
2020 Q3	$205K	Hold	5,316	–	–	0.07%	97
2020 Q2	$209K	Hold	5,316	–	–	0.07%	91
2020 Q1	$206K	Buy	5,316 +1,178	+28%	+$52.3K	0.08%	86
2019 Q4	$207K	Buy	+4,138	New	+$195K	0.06%	67
2019 Q3	–	Sell	-4,304	Closed	-$204K	–	72
2019 Q2	$204K	Buy	4,304 +6	+0.1%	+$314	0.07%	67
2019 Q1	$247K	Sell	4,298 -22	-0.5%	-$1.12K	0.09%	56
2018 Q4	$213K	Hold	4,320	–	–	0.09%	59
2018 Q3	$261K	Hold	4,320	–	–	0.17%	45
2018 Q2	$245K	Hold	4,320	–	–	0.16%	44
2018 Q1	$269K	Hold	4,320	–	–	0.15%	44
2017 Q4	$308K	Sell	4,320 -617	-12%	-$41.3K	0.18%	31
2017 Q3	$313K	Sell	4,937 -635	-11%	-$42.3K	0.2%	30
2017 Q2	$415K	Buy	5,572 +128	+2%	+$9.37K	0.27%	23
2017 Q1	$389K	Buy	+5,444	New	+$394K	0.27%	28

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

Schneider Downs Wealth Management Advisors's MO Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Altria Group (MO) position steady in Q2 2026 at 4,806 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #126.

Schneider Downs Wealth Management Advisors first reported a position in MO in Q1 2017 and has held it in 24 quarters since. The position peaked at $415K in Q2 2017. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Schneider Downs Wealth Management Advisors held 4,806 shares of Altria Group worth $346K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #126 holding.
Schneider Downs Wealth Management Advisors first reported a position in Altria Group in Q1 2017 and has held it in 24 quarters since.
Schneider Downs Wealth Management Advisors's Altria Group position peaked at $415K in Q2 2017.
2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.