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Stonehaven Wealth & Tax Solutions’s Altria Group MO Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$395K Buy
5,489
+506
+10% +$35.3K 0.32% 59
2026
Q1 		$329K Buy
4,983
+382
+8% +$24.6K 0.29% 59
2025
Q4 		$265K Buy
+4,601
New +$278K 0.24% 63

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

Stonehaven Wealth & Tax Solutions's MO Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Altria Group (MO) stake by 10% in Q2 2026, buying an estimated $35.3K and bringing the position to 5,489 shares worth $395K. The position accounts for 0.32% of the portfolio, ranked #59.

Stonehaven Wealth & Tax Solutions first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 5,489 shares of Altria Group worth $395K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions bought 506 Altria Group shares in Q2 2026, an estimated $35.3K.
  • Altria Group made up 0.32% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #59 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.