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TrueWealth Advisors’s Altria Group MO Stock Holding History

TrueWealth 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
Q3 		$388K Buy
5,758
+1
+0% +$69 0.09% 178
2026
Q2 		$414K Sell
5,757
-2
-0% -$140 0.09% 162
2026
Q1 		$380K Sell
5,759
-1
-0% -$64 0.1% 171
2025
Q4 		$332K Buy
5,760
+94
+2% +$5.68K 0.09% 184
2025
Q3 		$374K Buy
5,666
+84
+2% +$5.32K 0.1% 158
2025
Q2 		$327K Buy
5,582
+1
+0% +$59 0.1% 164
2025
Q1 		$335K Buy
5,581
+173
+3% +$9.44K 0.11% 151
2024
Q4 		$283K Sell
5,408
-2
-0% -$107 0.09% 176
2024
Q3 		$276K Buy
5,410
+19
+0.4% +$960 0.09% 184
2024
Q2 		$246K Sell
5,391
-266
-5% -$11.8K 0.09% 196
2024
Q1 		$247K Buy
5,657
+514
+10% +$21.3K 0.1% 179
2023
Q4 		$207K Buy
5,143
+5
+0.1% +$207 0.08% 189
2023
Q3 		$216K Sell
5,138
-1,694
-25% -$74.8K 0.09% 178
2023
Q2 		$309K Sell
6,832
-579
-8% -$26.2K 0.13% 126
2023
Q1 		$331K Sell
7,411
-592
-7% -$27.2K 0.14% 120
2022
Q4 		$366K Buy
8,003
+76
+1% +$3.44K 0.16% 107
2022
Q3 		$320K Buy
7,927
+1,449
+22% +$63.2K 0.15% 107
2022
Q2 		$271K Buy
+6,478
New +$335K 0.13% 128

Other funds holding MO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueWealth Advisors's MO Position: Q3 2026 in Review

TrueWealth Advisors increased its Altria Group (MO) stake by 0.02% in Q3 2026, buying an estimated $69 and bringing the position to 5,758 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #178.

TrueWealth Advisors first reported a position in MO in Q2 2022 and has held it in 18 quarters since. The position peaked at $414K in Q2 2026. 2,223 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • TrueWealth Advisors held 5,758 shares of Altria Group worth $388K as of Q3 2026.
  • TrueWealth Advisors bought 1 Altria Group share in Q3 2026, an estimated $69.
  • Altria Group made up 0.09% of TrueWealth Advisors's portfolio in Q3 2026, its #178 holding.
  • TrueWealth Advisors first reported a position in Altria Group in Q2 2022 and has held it in 18 quarters since.
  • TrueWealth Advisors's Altria Group position peaked at $414K in Q2 2026.
  • 2,223 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.