Schwarz Dygos Wheeler Investment Advisors’s Altria Group MO Stock Holding History

Schwarz Dygos Wheeler Investment 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	$367K	Sell	5,100 -10	-0.2%	-$698	0.07%	125
2026 Q1	$337K	Hold	5,110	–	–	0.07%	121
2025 Q4	$295K	Hold	5,110	–	–	0.06%	134
2025 Q3	$338K	Hold	5,110	–	–	0.07%	124
2025 Q2	$300K	Hold	5,110	–	–	0.07%	135
2025 Q1	$307K	Hold	5,110	–	–	0.07%	130
2024 Q4	$267K	Buy	5,110 +108	+2%	+$5.75K	0.07%	137
2024 Q3	$255K	Hold	5,002	–	–	0.06%	134
2024 Q2	$228K	Hold	5,002	–	–	0.06%	135
2024 Q1	$218K	Buy	+5,002	New	+$207K	0.06%	138
2023 Q3	–	Sell	-4,502	Closed	-$204K	–	142
2023 Q2	$204K	Hold	4,502	–	–	0.07%	136
2023 Q1	$201K	Hold	4,502	–	–	0.07%	132
2022 Q4	$206K	Buy	+4,502	New	+$204K	0.08%	124
2022 Q2	–	Sell	-4,077	Closed	-$213K	–	140
2022 Q1	$213K	Buy	+4,077	New	+$208K	0.07%	128
2021 Q3	–	Sell	-4,257	Closed	-$203K	–	136
2021 Q2	$203K	Hold	4,257	–	–	0.07%	129
2021 Q1	$218K	Buy	+4,257	New	+$191K	0.09%	117

Other funds holding MO

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MO Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Altria Group (MO) stake by 0.2% in Q2 2026, selling an estimated $698 and leaving 5,100 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #125.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MO in Q1 2021 and has held it in 16 quarters since. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 5,100 shares of Altria Group worth $367K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 10 Altria Group shares in Q2 2026, an estimated $698.
Altria Group made up 0.07% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #125 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Altria Group in Q1 2021 and has held it in 16 quarters since.
1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.