Sculati Wealth Management’s Altria Group MO Stock Holding History

Sculati 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	$416K	Buy	5,609 +2,384	+74%	+$166K	0.14%	94
2026 Q1	$213K	Buy	+3,225	New	+$207K	0.08%	112
2025 Q4	–	Sell	-3,225	Closed	-$213K	–	122
2025 Q3	$213K	Buy	+3,225	New	+$204K	0.08%	120
2023 Q2	–	Sell	-4,573	Closed	-$204K	–	112
2023 Q1	$204K	Hold	4,573	–	–	0.11%	107
2022 Q4	$209K	Sell	4,573 -1,299	-22%	-$58.8K	0.12%	102
2022 Q3	$237K	Buy	5,872 +550	+10%	+$24K	0.14%	101
2022 Q2	$222K	Buy	5,322 +180	+4%	+$9.32K	0.13%	106
2022 Q1	$269K	Buy	5,142 +300	+6%	+$15.3K	0.13%	102
2021 Q4	$229K	Hold	4,842	–	–	0.11%	108
2021 Q3	$220K	Hold	4,842	–	–	0.12%	105
2021 Q2	$231K	Hold	4,842	–	–	0.12%	103
2021 Q1	$248K	Buy	+4,842	New	+$217K	0.14%	99
2020 Q1	–	Sell	-4,132	Closed	-$206K	–	105
2019 Q4	$206K	Buy	+4,132	New	+$195K	0.18%	86

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

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

Sculati Wealth Management increased its Altria Group (MO) stake by 74% in Q2 2026, buying an estimated $166K and bringing the position to 5,609 shares worth $416K. The position accounts for 0.14% of the portfolio, ranked #94.

Sculati Wealth Management first reported a position in MO in Q4 2019 and has held it in 13 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Sculati Wealth Management held 5,609 shares of Altria Group worth $416K as of Q2 2026.
Sculati Wealth Management bought 2,384 Altria Group shares in Q2 2026, an estimated $166K.
Altria Group made up 0.14% of Sculati Wealth Management's portfolio in Q2 2026, its #94 holding.
Sculati Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 13 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.