Stockman Wealth Management’s Altria Group MO Stock Holding History

Stockman 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	$319K	Sell	4,436 -455	-9%	-$31.8K	0.03%	139
2026 Q1	$323K	Buy	4,891 +828	+20%	+$53.3K	0.04%	133
2025 Q4	$234K	Hold	4,063	–	–	0.03%	159
2025 Q3	$268K	Hold	4,063	–	–	0.03%	150
2025 Q2	$238K	Sell	4,063 -95	-2%	-$5.58K	0.03%	153
2025 Q1	$250K	Buy	4,158 +77	+2%	+$4.2K	0.04%	144
2024 Q4	$213K	Sell	4,081 -260	-6%	-$13.8K	0.03%	155
2024 Q3	$222K	Buy	+4,341	New	+$219K	0.03%	169
2022 Q4	–	Sell	-9,125	Closed	-$368K	–	202
2022 Q3	$368K	Buy	+9,125	New	+$398K	0.1%	116
2017 Q1	–	Sell	-6,988	Closed	-$473K	–	138
2016 Q4	$473K	Buy	6,988 +243	+4%	+$15.6K	0.29%	75
2016 Q3	$426K	Buy	+6,745	New	+$448K	0.26%	79

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 $3.38T AUM 44.17% 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

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

Stockman Wealth Management reduced its Altria Group (MO) stake by 9.3% in Q2 2026, selling an estimated $31.8K and leaving 4,436 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #139.

Stockman Wealth Management first reported a position in MO in Q3 2016 and has held it in 11 quarters since. The position peaked at $473K in Q4 2016. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Stockman Wealth Management held 4,436 shares of Altria Group worth $319K as of Q2 2026.
Stockman Wealth Management sold 455 Altria Group shares in Q2 2026, an estimated $31.8K.
Altria Group made up 0.03% of Stockman Wealth Management's portfolio in Q2 2026, its #139 holding.
Stockman Wealth Management first reported a position in Altria Group in Q3 2016 and has held it in 11 quarters since.
Stockman Wealth Management's Altria Group position peaked at $473K in Q4 2016.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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