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Tred Avon Family Wealth’s Altria Group MO Stock Holding History

Tred Avon Family 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 		$263K Buy
3,651
+312
+9% +$21.8K 0.08% 242
2026
Q1 		$220K Buy
+3,339
New +$215K 0.07% 253
2025
Q4 		– Sell
-3,339
Closed -$221K – 263
2025
Q3 		$221K Buy
+3,339
New +$212K 0.08% 230

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

Tred Avon Family Wealth's MO Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Altria Group (MO) stake by 9.3% in Q2 2026, buying an estimated $21.8K and bringing the position to 3,651 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #242.

Tred Avon Family Wealth first reported a position in MO in Q3 2025 and has held it in 3 quarters since. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Tred Avon Family Wealth held 3,651 shares of Altria Group worth $263K as of Q2 2026.
  • Tred Avon Family Wealth bought 312 Altria Group shares in Q2 2026, an estimated $21.8K.
  • Altria Group made up 0.08% of Tred Avon Family Wealth's portfolio in Q2 2026, its #242 holding.
  • Tred Avon Family Wealth first reported a position in Altria Group in Q3 2025 and has held it in 3 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.