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Twin Peaks Wealth Advisors’s Altria Group MO Stock Holding History

Twin Peaks Wealth 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 		– Sell
-1,833
Closed -$121K – 1430
2026
Q1 		$121K Buy
+1,833
New +$118K 0.03% 257
2025
Q3 		– Sell
-1,345
Closed -$88.8K – 1355
2025
Q2 		$88.8K Buy
+1,345
New +$79K 0.03% 248

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

Twin Peaks Wealth Advisors's MO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Altria Group (MO) in Q2 2026, closing a stake of 1,833 shares — an estimated $121K sold.

Twin Peaks Wealth Advisors first reported a position in MO in Q2 2025 and held it in 2 quarters. The position peaked at $121K in Q1 2026. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,833 Altria Group shares in Q2 2026, an estimated $121K.
  • Twin Peaks Wealth Advisors first reported a position in Altria Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Altria Group position peaked at $121K in Q1 2026.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.