Strategic Wealth Partners’s Altria Group MO Stock Holding History

Strategic Wealth Partners’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	$235K	Sell	3,264 -97	-3%	-$6.77K	0.01%	291
2026 Q1	$222K	Buy	3,361 +5	+0.1%	+$322	0.02%	292
2025 Q4	$194K	Buy	3,356 +395	+13%	+$23.9K	0.01%	316
2025 Q3	$196K	Hold	2,961	–	–	0.01%	337
2025 Q2	$174K	Buy	+2,961	New	+$174K	0.01%	333
2024 Q4	$216K	Buy	+4,037	New	+$215K	0.02%	296
2020 Q2	–	Sell	-4,971	Closed	-$248K	–	155
2020 Q1	$248K	Hold	4,971	–	–	0.13%	121
2019 Q4	$248K	Hold	4,971	–	–	0.13%	121
2019 Q3	$204	Hold	4,971	–	–	﹤0.01%	246
2019 Q2	$235K	Sell	4,971 -1,281	-20%	-$67.1K	0.11%	127
2019 Q1	$361K	Sell	6,252 -96	-2%	-$4.91K	0.17%	115
2018 Q4	$322K	Sell	6,348 -1,088	-15%	-$63K	0.16%	110
2018 Q3	$448K	Sell	7,436 -29	-0.4%	-$1.72K	0.24%	99
2018 Q2	$424K	Sell	7,465 -5,917	-44%	-$341K	0.25%	101
2018 Q1	$834K	Sell	13,382 -3,569	-21%	-$236K	0.43%	83
2017 Q4	$1.09M	Buy	+16,951	New	+$1.14M	0.61%	52

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 $3.37T AUM 44.26% 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

Strategic Wealth Partners's MO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Altria Group (MO) stake by 2.9% in Q2 2026, selling an estimated $6.77K and leaving 3,264 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #291.

Strategic Wealth Partners first reported a position in MO in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.09M in Q4 2017. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Strategic Wealth Partners held 3,264 shares of Altria Group worth $235K as of Q2 2026.
Strategic Wealth Partners sold 97 Altria Group shares in Q2 2026, an estimated $6.77K.
Altria Group made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #291 holding.
Strategic Wealth Partners first reported a position in Altria Group in Q4 2017 and has held it in 16 quarters since.
Strategic Wealth Partners's Altria Group position peaked at $1.09M in Q4 2017.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.