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Taylor & Morgan Wealth Management’s Altria Group MO Stock Holding History

Taylor & Morgan 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 		$918K Sell
12,757
-811
-6% -$56.6K 0.45% 31
2026
Q1 		$895K Buy
13,568
+236
+2% +$15.2K 0.51% 32
2025
Q4 		$769K Buy
13,332
+201
+2% +$12.1K 0.43% 37
2025
Q3 		$867K Buy
13,131
+217
+2% +$13.7K 0.53% 27
2025
Q2 		$757K Buy
12,914
+209
+2% +$12.3K 0.51% 30
2025
Q1 		$763K Buy
12,705
+237
+2% +$12.9K 0.58% 30
2024
Q4 		$652K Buy
12,468
+237
+2% +$12.6K 0.46% 36
2024
Q3 		$624K Buy
12,231
+240
+2% +$12.1K 0.42% 34
2024
Q2 		$546K Buy
11,991
+250
+2% +$11.1K 0.39% 36
2024
Q1 		$512K Sell
11,741
-240
-2% -$9.95K 0.38% 40
2023
Q4 		$483K Buy
11,981
+246
+2% +$10.2K 0.38% 39
2023
Q3 		$493K Buy
11,735
+715
+6% +$31.6K 0.44% 37
2023
Q2 		$499K Buy
11,020
+29
+0.3% +$1.31K 0.41% 38
2023
Q1 		$490K Buy
10,991
+209
+2% +$9.61K 0.43% 42
2022
Q4 		$493K Sell
10,782
-111
-1% -$5.03K 0.46% 41
2022
Q3 		$440K Sell
10,893
-53
-0.5% -$2.31K 0.44% 47
2022
Q2 		$457K Sell
10,946
-36
-0.3% -$1.86K 0.43% 47
2022
Q1 		$574K Buy
10,982
+110
+1% +$5.6K 0.47% 45
2021
Q4 		$515K Buy
+10,872
New +$498K 0.42% 45

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Taylor & Morgan Wealth Management's MO Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Altria Group (MO) stake by 6% in Q2 2026, selling an estimated $56.6K and leaving 12,757 shares worth $918K. The position accounts for 0.45% of the portfolio, ranked #31.

Taylor & Morgan Wealth Management first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 1,198 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Taylor & Morgan Wealth Management held 12,757 shares of Altria Group worth $918K as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 811 Altria Group shares in Q2 2026, an estimated $56.6K.
  • Altria Group made up 0.45% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Taylor & Morgan Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 1,198 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.