Signature Wealth Management Partners’s Altria Group MO Stock Holding History

Signature Wealth Management Partners’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	$982K	Buy	13,645 +1	+0%	+$70	0.46%	42
2026 Q1	$900K	Buy	13,644 +1	+0%	+$64	0.45%	40
2025 Q4	$787K	Buy	13,643 +2	+0%	+$121	0.39%	50
2025 Q3	$901K	Buy	13,641 +1	+0%	+$63	0.47%	39
2025 Q2	$800K	Buy	13,640 +2	+0%	+$117	0.46%	42
2025 Q1	$819K	Sell	13,638 -699	-5%	-$38.2K	0.54%	37
2024 Q4	$750K	Buy	14,337 +1,367	+11%	+$72.8K	0.51%	39
2024 Q3	$662K	Sell	12,970 -993	-7%	-$50.2K	0.48%	48
2024 Q2	$636K	Sell	13,963 -206	-1%	-$9.14K	0.48%	46
2024 Q1	$618K	Sell	14,169 -177	-1%	-$7.34K	0.5%	45
2023 Q4	$579K	Hold	14,346	–	–	0.51%	45
2023 Q3	$603K	Hold	14,346	–	–	0.59%	41
2023 Q2	$650K	Buy	14,346 +177	+1%	+$8.02K	0.6%	41
2023 Q1	$632K	Buy	14,169 +49	+0.3%	+$2.25K	0.59%	45
2022 Q4	$645K	Hold	14,120	–	–	0.64%	47
2022 Q3	$570K	Hold	14,120	–	–	0.63%	44
2022 Q2	$590K	Buy	14,120 +75	+0.5%	+$3.88K	0.6%	49
2022 Q1	$734K	Sell	14,045 -584	-4%	-$29.7K	0.63%	45
2021 Q4	$693K	Hold	14,629	–	–	0.59%	43
2021 Q3	$666K	Hold	14,629	–	–	0.6%	43
2021 Q2	$698K	Hold	14,629	–	–	0.63%	44
2021 Q1	$748K	Buy	14,629 +268	+2%	+$12K	0.72%	37
2020 Q4	$589K	Buy	+14,361	New	+$577K	0.59%	41

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

Signature Wealth Management Partners's MO Position: Q2 2026 in Review

Signature Wealth Management Partners increased its Altria Group (MO) stake by 0.01% in Q2 2026, buying an estimated $70 and bringing the position to 13,645 shares worth $982K. The position accounts for 0.46% of the portfolio, ranked #42.

Signature Wealth Management Partners first reported a position in MO in Q4 2020 and has held it in 23 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Signature Wealth Management Partners held 13,645 shares of Altria Group worth $982K as of Q2 2026.
Signature Wealth Management Partners bought 1 Altria Group share in Q2 2026, an estimated $70.
Altria Group made up 0.46% of Signature Wealth Management Partners's portfolio in Q2 2026, its #42 holding.
Signature Wealth Management Partners first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.