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Spire Wealth Management’s Altria Group MO Stock Holding History

Spire 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 		$2.04M Buy
28,416
+8,346
+42% +$583K 0.06% 273
2026
Q1 		$1.32M Buy
20,070
+482
+2% +$31K 0.05% 338
2025
Q4 		$1.13M Sell
19,588
-3,228
-14% -$195K 0.04% 371
2025
Q3 		$1.51M Buy
22,816
+3,795
+20% +$240K 0.05% 299
2025
Q2 		$1.11M Sell
19,021
-10,035
-35% -$589K 0.04% 347
2025
Q1 		$1.74M Buy
29,056
+239
+0.8% +$13K 0.06% 285
2024
Q4 		$1.51M Buy
28,817
+5,490
+24% +$292K 0.05% 300
2024
Q3 		$1.19M Sell
23,327
-2,121
-8% -$107K 0.04% 340
2024
Q2 		$1.16M Sell
25,448
-3,099
-11% -$137K 0.04% 316
2024
Q1 		$1.25M Sell
28,547
-735
-3% -$30.5K 0.02% 334
2023
Q4 		$1.18M Buy
29,282
+359
+1% +$14.8K 0.04% 329
2023
Q3 		$1.22M Buy
28,923
+85
+0.3% +$3.75K 0.05% 291
2023
Q2 		$1.31M Sell
28,838
-260
-0.9% -$11.8K 0.05% 296
2023
Q1 		$1.3M Buy
29,098
+5,870
+25% +$270K 0.05% 300
2022
Q4 		$1.06M Buy
23,228
+3,182
+16% +$144K 0.06% 228
2022
Q3 		$809K Sell
20,046
-11,864
-37% -$518K 0.05% 246
2022
Q2 		$1.33M Sell
31,910
-5,777
-15% -$299K 0.05% 274
2022
Q1 		$1.98M Sell
37,687
-22,117
-37% -$1.13M 0.05% 275
2021
Q4 		$2.83M Buy
59,804
+15,356
+35% +$704K 0.06% 259
2021
Q3 		$2.02M Buy
44,448
+7,368
+20% +$356K 0.05% 280
2021
Q2 		$1.77M Sell
37,080
-27,592
-43% -$1.36M 0.05% 315
2021
Q1 		$3.31M Buy
+64,672
New +$2.9M 0.09% 206

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

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

Spire Wealth Management increased its Altria Group (MO) stake by 42% in Q2 2026, buying an estimated $583K and bringing the position to 28,416 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #273.

Spire Wealth Management first reported a position in MO in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.31M in Q1 2021. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Spire Wealth Management held 28,416 shares of Altria Group worth $2.04M as of Q2 2026.
  • Spire Wealth Management bought 8,346 Altria Group shares in Q2 2026, an estimated $583K.
  • Altria Group made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Spire Wealth Management first reported a position in Altria Group in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Altria Group position peaked at $3.31M in Q1 2021.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.