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 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%	+$9.45K	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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TrueWealth Advisors's MO Position: Q2 2026 in Review

TrueWealth Advisors reduced its Altria Group (MO) stake by 0.03% in Q2 2026, selling an estimated $140 and leaving 5,757 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #162.

TrueWealth Advisors first reported a position in MO in Q2 2022 and has held it in 17 quarters since. 1,210 funds tracked by Wall St. Rank hold MO as of Q2 2026.

TrueWealth Advisors held 5,757 shares of Altria Group worth $414K as of Q2 2026.
TrueWealth Advisors sold 2 Altria Group shares in Q2 2026, an estimated $140.
Altria Group made up 0.09% of TrueWealth Advisors's portfolio in Q2 2026, its #162 holding.
TrueWealth Advisors first reported a position in Altria Group in Q2 2022 and has held it in 17 quarters since.
1,210 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.