Thrive Wealth Management’s Altria Group MO Stock Holding History

Thrive 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	$322K	Buy	4,475 +299	+7%	+$20.9K	0.04%	178
2026 Q1	$276K	Sell	4,176 -327	-7%	-$21K	0.04%	187
2025 Q4	$260K	Buy	4,503 +539	+14%	+$32.5K	0.04%	200
2025 Q3	$262K	Buy	3,964 +182	+5%	+$11.5K	0.04%	200
2025 Q2	$222K	Buy	+3,782	New	+$222K	0.04%	214
2022 Q2	–	Sell	-7,157	Closed	-$374K	–	153
2022 Q1	$374K	Sell	7,157 -874	-11%	-$44.5K	0.11%	107
2021 Q4	$381K	Buy	+8,031	New	+$368K	0.13%	102

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Thrive Wealth Management's MO Position: Q2 2026 in Review

Thrive Wealth Management increased its Altria Group (MO) stake by 7.2% in Q2 2026, buying an estimated $20.9K and bringing the position to 4,475 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #178.

Thrive Wealth Management first reported a position in MO in Q4 2021 and has held it in 7 quarters since. The position peaked at $381K in Q4 2021. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Thrive Wealth Management held 4,475 shares of Altria Group worth $322K as of Q2 2026.
Thrive Wealth Management bought 299 Altria Group shares in Q2 2026, an estimated $20.9K.
Altria Group made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #178 holding.
Thrive Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 7 quarters since.
Thrive Wealth Management's Altria Group position peaked at $381K in Q4 2021.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.