SWM
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SHP Wealth Management’s Altria Group MO Stock Holding History

SHP 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 		$305K Buy
4,241
+117
+3% +$8.17K 0.02% 229
2026
Q1 		$272K Sell
4,124
-315
-7% -$20.3K 0.02% 212
2025
Q4 		$256K Buy
+4,439
New +$268K 0.02% 215

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Altria Group (MO) stake by 2.8% in Q2 2026, buying an estimated $8.17K and bringing the position to 4,241 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #229.

SHP Wealth Management first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • SHP Wealth Management held 4,241 shares of Altria Group worth $305K as of Q2 2026.
  • SHP Wealth Management bought 117 Altria Group shares in Q2 2026, an estimated $8.17K.
  • Altria Group made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #229 holding.
  • SHP Wealth Management first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.