Summit Wealth Group (Colorado)’s Altria Group MO Stock Holding History

Summit Wealth Group (Colorado)’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	$220K	Buy	+3,055	New	+$213K	0.02%	359

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

Summit Wealth Group (Colorado)'s MO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Altria Group (MO) in Q2 2026: 3,055 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #359 among its holdings.

2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Summit Wealth Group (Colorado) held 3,055 shares of Altria Group worth $220K as of Q2 2026.
Altria Group was a new Summit Wealth Group (Colorado) position in Q2 2026.
Altria Group made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #359 holding.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.