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Talisman Wealth Advisors’s Altria Group MO Stock Holding History

Talisman Wealth Advisors’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 		$253K Buy
+3,518
New +$246K 0.19% 93
2026
Q1 		– Sell
-3,562
Closed -$205K – 114
2025
Q4 		$205K Sell
3,562
-405
-10% -$24.5K 0.16% 111
2025
Q3 		$262K Buy
3,967
+4
+0.1% +$253 0.22% 95
2025
Q2 		$232K Buy
3,963
+286
+8% +$16.8K 0.21% 97
2025
Q1 		$221K Buy
+3,677
New +$201K 0.23% 96

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

Talisman Wealth Advisors's MO Position: Q2 2026 in Review

Talisman Wealth Advisors opened a new position in Altria Group (MO) in Q2 2026: 3,518 shares worth $253K. The stake represents 0.19% of the portfolio and ranks #93 among its holdings. This is a return to the name: Talisman Wealth Advisors previously reported a position in MO as recently as Q4 2025.

Talisman Wealth Advisors first reported a position in MO in Q1 2025 and has held it in 5 quarters since. The position peaked at $262K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Talisman Wealth Advisors held 3,518 shares of Altria Group worth $253K as of Q2 2026.
  • Altria Group was a new Talisman Wealth Advisors position in Q2 2026.
  • Altria Group made up 0.19% of Talisman Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Talisman Wealth Advisors first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • Talisman Wealth Advisors's Altria Group position peaked at $262K in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.