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TD Private Client Wealth’s Altria Group MO Stock Holding History

TD Private Client Wealth’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 		$2.93M Buy
40,746
+8,029
+25% +$560K 0.05% 206
2026
Q1 		$2.16M Buy
32,717
+8,855
+37% +$570K 0.04% 235
2025
Q4 		$1.38M Buy
23,862
+14,920
+167% +$901K 0.03% 308
2025
Q3 		$591K Buy
8,942
+661
+8% +$41.9K 0.01% 449
2025
Q2 		$486K Buy
8,281
+1,530
+23% +$89.9K 0.01% 475
2025
Q1 		$405K Buy
6,751
+485
+8% +$26.5K 0.01% 476
2024
Q4 		$328K Sell
6,266
-892
-12% -$47.5K 0.01% 519
2024
Q3 		$365K Buy
7,158
+1,108
+18% +$56K 0.01% 496
2024
Q2 		$276K Buy
6,050
+582
+11% +$25.8K 0.01% 517
2024
Q1 		$239K Sell
5,468
-320
-6% -$13.3K 0.01% 553
2023
Q4 		$233K Buy
5,788
+940
+19% +$38.9K 0.01% 542
2023
Q3 		$204K Sell
4,848
-11,990
-71% -$530K 0.01% 540
2023
Q2 		$763K Sell
16,838
-452
-3% -$20.5K 0.03% 378
2023
Q1 		$771K Sell
17,290
-40,073
-70% -$1.84M 0.03% 362
2022
Q4 		$2.62M Sell
57,363
-7,231
-11% -$328K 0.12% 168
2022
Q3 		$2.61M Buy
64,594
+12,202
+23% +$532K 0.13% 161
2022
Q2 		$2.19M Sell
52,392
-1,444
-3% -$74.8K 0.11% 195
2022
Q1 		$2.81M Buy
53,836
+6,381
+13% +$325K 0.12% 180
2021
Q4 		$2.25M Sell
47,455
-1,283
-3% -$58.8K 0.09% 216
2021
Q3 		$2.22M Sell
48,738
-612
-1% -$29.6K 0.09% 214
2021
Q2 		$2.35M Sell
49,350
-58,247
-54% -$2.86M 0.1% 209
2021
Q1 		$5.5M Buy
107,597
+9,226
+9% +$413K 0.26% 93
2020
Q4 		$4.03M Sell
98,371
-8,152
-8% -$327K 0.2% 116
2020
Q3 		$4.12M Buy
106,523
+12,932
+14% +$538K 0.23% 97
2020
Q2 		$3.67M Sell
93,591
-18,016
-16% -$703K 0.21% 101
2020
Q1 		$4.32M Sell
111,607
-6,566
-6% -$291K 0.31% 75
2019
Q4 		$5.9M Buy
+118,173
New +$5.57M 0.35% 64

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

TD Private Client Wealth's MO Position: Q2 2026 in Review

TD Private Client Wealth increased its Altria Group (MO) stake by 25% in Q2 2026, buying an estimated $560K and bringing the position to 40,746 shares worth $2.93M. The position accounts for 0.05% of the portfolio, ranked #206.

TD Private Client Wealth first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.9M in Q4 2019. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • TD Private Client Wealth held 40,746 shares of Altria Group worth $2.93M as of Q2 2026.
  • TD Private Client Wealth bought 8,029 Altria Group shares in Q2 2026, an estimated $560K.
  • Altria Group made up 0.05% of TD Private Client Wealth's portfolio in Q2 2026, its #206 holding.
  • TD Private Client Wealth first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Altria Group position peaked at $5.9M in Q4 2019.
  • 2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.