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Trace Wealth Advisors’s Altria Group MO Stock Holding History

Trace 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 		$404K Sell
5,617
-580
-9% -$40.5K 0.26% 44
2026
Q1 		$409K Buy
6,197
+56
+0.9% +$3.6K 0.31% 41
2025
Q4 		$354K Buy
6,141
+48
+0.8% +$2.9K 0.26% 50
2025
Q3 		$402K Buy
6,093
+52
+0.9% +$3.29K 0.3% 46
2025
Q2 		$354K Buy
6,041
+49
+0.8% +$2.88K 0.29% 41
2025
Q1 		$360K Buy
5,992
+56
+0.9% +$3.06K 0.32% 40
2024
Q4 		$310K Buy
+5,936
New +$316K 0.28% 48

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

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

Trace Wealth Advisors reduced its Altria Group (MO) stake by 9.4% in Q2 2026, selling an estimated $40.5K and leaving 5,617 shares worth $404K. The position accounts for 0.26% of the portfolio, ranked #44.

Trace Wealth Advisors first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $409K in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Trace Wealth Advisors held 5,617 shares of Altria Group worth $404K as of Q2 2026.
  • Trace Wealth Advisors sold 580 Altria Group shares in Q2 2026, an estimated $40.5K.
  • Altria Group made up 0.26% of Trace Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Trace Wealth Advisors first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Trace Wealth Advisors's Altria Group position peaked at $409K in Q1 2026.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.