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True Wealth Design’s Altria Group MO Stock Holding History

True Wealth Design’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 		$65.8K Buy
915
+392
+75% +$27.4K 0.02% 389
2026
Q1 		$34.5K Buy
523
+67
+15% +$4.31K 0.01% 520
2025
Q4 		$26.3K Sell
456
-439
-49% -$26.5K 0.01% 516
2025
Q3 		$59.1K Buy
895
+519
+138% +$32.9K 0.02% 280
2025
Q2 		$22K Sell
376
-32
-8% -$1.88K 0.01% 364
2025
Q1 		$24.5K Sell
408
-182
-31% -$9.94K 0.01% 309
2024
Q4 		$30.8K Buy
590
+18
+3% +$959 0.01% 258
2024
Q3 		$29.2K Buy
572
+462
+420% +$23.4K 0.01% 258
2024
Q2 		$5.01K Sell
110
-875
-89% -$38.8K ﹤0.01% 283
2024
Q1 		$43K Hold
985
– – 0.01% 169
2023
Q4 		$39.7K Hold
985
– – 0.01% 167
2023
Q3 		$41.4K Hold
985
– – 0.01% 157
2023
Q2 		$44.6K Hold
985
– – 0.02% 156
2023
Q1 		$44K Buy
985
+830
+535% +$38.2K 0.02% 167
2022
Q4 		$7.08K Buy
+155
New +$7.02K ﹤0.01% 234

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

True Wealth Design's MO Position: Q2 2026 in Review

True Wealth Design increased its Altria Group (MO) stake by 75% in Q2 2026, buying an estimated $27.4K and bringing the position to 915 shares worth $65.8K. The position accounts for 0.02% of the portfolio, ranked #389.

True Wealth Design first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • True Wealth Design held 915 shares of Altria Group worth $65.8K as of Q2 2026.
  • True Wealth Design bought 392 Altria Group shares in Q2 2026, an estimated $27.4K.
  • Altria Group made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #389 holding.
  • True Wealth Design first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.