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Strait & Sound Wealth Management’s Altria Group MO Stock Holding History

Strait & Sound 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 		$299K Buy
4,149
+5
+0.1% +$349 0.1% 121
2026
Q1 		$273K Hold
4,144
– – 0.1% 135
2025
Q4 		$239K Sell
4,144
-295
-7% -$17.8K 0.09% 132
2025
Q3 		$293K Sell
4,439
-470
-10% -$29.8K 0.11% 119
2025
Q2 		$288K Buy
4,909
+870
+22% +$51.1K 0.12% 118
2025
Q1 		$242K Sell
4,039
-3,791
-48% -$207K 0.11% 128
2024
Q4 		$409K Sell
7,830
-265
-3% -$14.1K 0.19% 91
2024
Q3 		$413K Hold
8,095
– – 0.2% 88
2024
Q2 		$369K Sell
8,095
-1,195
-13% -$53K 0.19% 94
2024
Q1 		$385K Sell
9,290
-95
-1% -$3.94K 0.22% 79
2023
Q4 		$382K Sell
9,385
-360
-4% -$14.9K 0.24% 77
2023
Q3 		$410K Buy
+9,745
New +$431K 0.35% 65

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

Strait & Sound Wealth Management's MO Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Altria Group (MO) stake by 0.12% in Q2 2026, buying an estimated $349 and bringing the position to 4,149 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #121.

Strait & Sound Wealth Management first reported a position in MO in Q3 2023 and has held it in 12 quarters since. The position peaked at $413K in Q3 2024. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Strait & Sound Wealth Management held 4,149 shares of Altria Group worth $299K as of Q2 2026.
  • Strait & Sound Wealth Management bought 5 Altria Group shares in Q2 2026, an estimated $349.
  • Altria Group made up 0.1% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Strait & Sound Wealth Management first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
  • Strait & Sound Wealth Management's Altria Group position peaked at $413K in Q3 2024.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.