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Triad Wealth Partners’s Altria Group MO Stock Holding History

Triad Wealth Partners’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 		$1.29M Buy
18,930
+5,641
+42% +$394K 0.08% 172
2026
Q1 		$877K Buy
13,289
+152
+1% +$9.78K 0.07% 190
2025
Q4 		$757K Buy
13,137
+2,343
+22% +$141K 0.07% 189
2025
Q3 		$713K Buy
10,794
+966
+10% +$61.2K 0.09% 154
2025
Q2 		$576K Buy
9,828
+307
+3% +$18K 0.12% 137
2025
Q1 		$571K Buy
9,521
+3,778
+66% +$206K 0.18% 96
2024
Q4 		$300K Buy
+5,743
New +$306K 0.11% 135
2024
Q3 		– Sell
-4,435
Closed -$202K – 575
2024
Q2 		$202K Buy
+4,435
New +$197K 0.11% 93

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

Triad Wealth Partners's MO Position: Q2 2026 in Review

Triad Wealth Partners increased its Altria Group (MO) stake by 42% in Q2 2026, buying an estimated $394K and bringing the position to 18,930 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #172.

Triad Wealth Partners first reported a position in MO in Q2 2024 and has held it in 8 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Triad Wealth Partners held 18,930 shares of Altria Group worth $1.29M as of Q2 2026.
  • Triad Wealth Partners bought 5,641 Altria Group shares in Q2 2026, an estimated $394K.
  • Altria Group made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • Triad Wealth Partners first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.