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Summit Wealth Partners’s Altria Group MO Stock Holding History

Summit 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 		$628K Buy
8,728
+21
+0.2% +$1.47K 0.09% 150
2026
Q1 		$575K Buy
8,707
+1,725
+25% +$111K 0.09% 147
2025
Q4 		$403K Buy
6,982
+22
+0.3% +$1.33K 0.07% 141
2025
Q3 		$460K Buy
6,960
+23
+0.3% +$1.46K 0.08% 139
2025
Q2 		$407K Buy
6,937
+23
+0.3% +$1.35K 0.08% 150
2025
Q1 		$415K Buy
6,914
+26
+0.4% +$1.42K 0.08% 141
2024
Q4 		$360K Sell
6,888
-175
-2% -$9.32K 0.07% 147
2024
Q3 		$360K Buy
7,063
+26
+0.4% +$1.31K 0.07% 175
2024
Q2 		$321K Buy
7,037
+27
+0.4% +$1.2K 0.07% 173
2024
Q1 		$306K Buy
7,010
+28
+0.4% +$1.16K 0.07% 175
2023
Q4 		$282K Buy
6,982
+27
+0.4% +$1.12K 0.07% 167
2023
Q3 		$292K Buy
6,955
+814
+13% +$36K 0.07% 149
2023
Q2 		$278K Buy
6,141
+14
+0.2% +$634 0.07% 152
2023
Q1 		$273K Buy
6,127
+14
+0.2% +$644 0.07% 156
2022
Q4 		$279K Buy
6,113
+14
+0.2% +$634 0.07% 149
2022
Q3 		$246K Buy
6,099
+14
+0.2% +$611 0.07% 138
2022
Q2 		$254K Buy
6,085
+11
+0.2% +$570 0.07% 136
2022
Q1 		$317K Buy
6,074
+11
+0.2% +$560 0.07% 122
2021
Q4 		$287K Buy
6,063
+12
+0.2% +$550 0.06% 132
2021
Q3 		$275K Buy
6,051
+11
+0.2% +$531 0.07% 128
2021
Q2 		$288K Buy
6,040
+439
+8% +$21.6K 0.07% 129
2021
Q1 		$287K Sell
5,601
-988
-15% -$44.3K 0.07% 127
2020
Q4 		$270K Buy
6,589
+1,012
+18% +$40.6K 0.07% 121
2020
Q3 		$215K Buy
5,577
+12
+0.2% +$499 0.06% 141
2020
Q2 		$218K Buy
5,565
+12
+0.2% +$468 0.07% 135
2020
Q1 		$215K Sell
5,553
-812
-13% -$36K 0.09% 104
2019
Q4 		$318K Buy
+6,365
New +$300K 0.11% 89

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Summit Wealth Partners increased its Altria Group (MO) stake by 0.24% in Q2 2026, buying an estimated $1.47K and bringing the position to 8,728 shares worth $628K. The position accounts for 0.09% of the portfolio, ranked #150.

Summit Wealth Partners first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 1,362 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Summit Wealth Partners held 8,728 shares of Altria Group worth $628K as of Q2 2026.
  • Summit Wealth Partners bought 21 Altria Group shares in Q2 2026, an estimated $1.47K.
  • Altria Group made up 0.09% of Summit Wealth Partners's portfolio in Q2 2026, its #150 holding.
  • Summit Wealth Partners first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.