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Smallwood Wealth Investment Management’s Altria Group MO Stock Holding History

Smallwood Wealth Investment 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 		$389K Hold
5,410
– – 0.17% 60
2026
Q1 		$357K Hold
5,410
– – 0.19% 55
2025
Q4 		$312K Hold
5,410
– – 0.16% 64
2025
Q3 		$357K Sell
5,410
-24
-0.4% -$1.52K 0.18% 59
2025
Q2 		$319K Sell
5,434
-26
-0.5% -$1.53K 0.18% 58
2025
Q1 		$328K Buy
5,460
+22
+0.4% +$1.2K 0.21% 58
2024
Q4 		$284K Sell
5,438
-88
-2% -$4.69K 0.19% 65
2024
Q3 		$282K Sell
5,526
-1,496
-21% -$75.6K 0.2% 58
2024
Q2 		$320K Sell
7,022
-1,876
-21% -$83.2K 0.25% 56
2024
Q1 		$388K Buy
8,898
+30
+0.3% +$1.24K 0.3% 50
2023
Q4 		$358K Buy
8,868
+224
+3% +$9.26K 0.3% 48
2023
Q3 		$363K Buy
8,644
+150
+2% +$6.63K 0.33% 44
2023
Q2 		$385K Sell
8,494
-1,919
-18% -$86.9K 0.34% 42
2023
Q1 		$465K Sell
10,413
-4
-0% -$184 0.44% 35
2022
Q4 		$476K Sell
10,417
-4,465
-30% -$202K 0.4% 43
2022
Q3 		$601K Buy
14,882
+1,007
+7% +$43.9K 0.54% 39
2022
Q2 		$580K Buy
13,875
+314
+2% +$16.3K 0.59% 32
2022
Q1 		$709K Buy
13,561
+16
+0.1% +$815 0.67% 26
2021
Q4 		$642K Buy
+13,545
New +$621K 0.6% 29

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Smallwood Wealth Investment Management's MO Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Altria Group (MO) position steady in Q2 2026 at 5,410 shares worth $389K. The position accounts for 0.17% of the portfolio, ranked #60.

Smallwood Wealth Investment Management first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $709K in Q1 2022. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Smallwood Wealth Investment Management held 5,410 shares of Altria Group worth $389K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.17% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #60 holding.
  • Smallwood Wealth Investment Management first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Altria Group position peaked at $709K in Q1 2022.
  • 1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.