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Silverlake Wealth Management’s Altria Group MO Stock Holding History

Silverlake 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 		$2.19M Buy
30,401
+1,078
+4% +$75.2K 0.41% 70
2026
Q1 		$1.94M Buy
29,323
+633
+2% +$40.7K 0.4% 78
2025
Q4 		$1.65M Sell
28,690
-128
-0.4% -$7.73K 0.37% 89
2025
Q3 		$1.9M Sell
28,818
-278
-1% -$17.6K 0.46% 65
2025
Q2 		$1.71M Buy
29,096
+935
+3% +$54.9K 0.5% 60
2025
Q1 		$1.69M Sell
28,161
-15
-0.1% -$819 0.64% 50
2024
Q4 		$1.47M Sell
28,176
-151
-0.5% -$8.04K 0.56% 53
2024
Q3 		$1.45M Buy
28,327
+1,825
+7% +$92.2K 0.55% 52
2024
Q2 		$1.21M Buy
26,502
+2,395
+10% +$106K 0.5% 55
2024
Q1 		$1.05M Buy
24,107
+2,304
+11% +$95.5K 0.54% 45
2023
Q4 		$880K Sell
21,803
-1,087
-5% -$45K 0.48% 52
2023
Q3 		$963K Buy
22,890
+486
+2% +$21.5K 0.54% 47
2023
Q2 		$1.01M Buy
22,404
+2,226
+11% +$101K 0.56% 47
2023
Q1 		$900K Buy
20,178
+690
+4% +$31.7K 0.55% 45
2022
Q4 		$891K Sell
19,488
-368
-2% -$16.7K 0.56% 47
2022
Q3 		$802K Buy
19,856
+1,600
+9% +$69.8K 0.54% 48
2022
Q2 		$763K Buy
18,256
+76
+0.4% +$3.94K 0.5% 56
2022
Q1 		$950K Buy
18,180
+233
+1% +$11.9K 0.54% 54
2021
Q4 		$851K Buy
+17,947
New +$822K 0.46% 57

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 $3.37T AUM 44.26% 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

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

Silverlake Wealth Management increased its Altria Group (MO) stake by 3.7% in Q2 2026, buying an estimated $75.2K and bringing the position to 30,401 shares worth $2.19M. The position accounts for 0.41% of the portfolio, ranked #70.

Silverlake Wealth Management first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Silverlake Wealth Management held 30,401 shares of Altria Group worth $2.19M as of Q2 2026.
  • Silverlake Wealth Management bought 1,078 Altria Group shares in Q2 2026, an estimated $75.2K.
  • Altria Group made up 0.41% of Silverlake Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Silverlake Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.