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Valley Wealth Managers’s Altria Group MO Stock Holding History

Valley Wealth Managers’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 		$51.7K Hold
718
– – ﹤0.01% 220
2026
Q1 		$47.4K Hold
718
– – ﹤0.01% 218
2025
Q4 		$41.4K Buy
718
+407
+131% +$24.6K ﹤0.01% 227
2025
Q3 		$20.5K Sell
311
-96
-24% -$6.08K ﹤0.01% 240
2025
Q2 		$23.9K Sell
407
-326
-44% -$19.1K ﹤0.01% 224
2025
Q1 		$44K Hold
733
– – ﹤0.01% 210
2024
Q4 		$38.3K Hold
733
– – ﹤0.01% 223
2024
Q3 		$37.4K Buy
733
+66
+10% +$3.34K ﹤0.01% 232
2024
Q2 		$30.4K Buy
667
+260
+64% +$11.5K ﹤0.01% 241
2024
Q1 		$17.8K Hold
407
– – ﹤0.01% 247
2023
Q4 		$16.4K Hold
407
– – ﹤0.01% 258
2023
Q3 		$17.1K Hold
407
– – ﹤0.01% 265
2023
Q2 		$18.4K Hold
407
– – ﹤0.01% 249
2023
Q1 		$18.2K Sell
407
-575
-59% -$26.4K ﹤0.01% 257
2022
Q4 		$44.9K Hold
982
– – ﹤0.01% 232
2022
Q3 		$39K Sell
982
-70
-7% -$3.05K ﹤0.01% 256
2022
Q2 		$44K Buy
+1,052
New +$54.5K ﹤0.01% 255
2017
Q3 		– Sell
-10,657
Closed -$794K – 127
2017
Q2 		$794K Sell
10,657
-11,765
-52% -$861K 0.11% 90
2017
Q1 		$1.6M Sell
22,422
-1,277
-5% -$92.4K 0.21% 75
2016
Q4 		$1.6M Sell
23,699
-145
-0.6% -$9.34K 0.23% 68
2016
Q3 		$1.51M Sell
23,844
-1,738
-7% -$115K 0.22% 67
2016
Q2 		$1.76M Buy
25,582
+11,207
+78% +$718K 0.27% 57
2016
Q1 		$901K Buy
+14,375
New +$869K 0.15% 82

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

Valley Wealth Managers's MO Position: Q2 2026 in Review

Valley Wealth Managers held its Altria Group (MO) position steady in Q2 2026 at 718 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Valley Wealth Managers first reported a position in MO in Q1 2016 and has held it in 23 quarters since. The position peaked at $1.76M in Q2 2016. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Valley Wealth Managers held 718 shares of Altria Group worth $51.7K as of Q2 2026.
  • Valley Wealth Managers left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #220 holding.
  • Valley Wealth Managers first reported a position in Altria Group in Q1 2016 and has held it in 23 quarters since.
  • Valley Wealth Managers's Altria Group position peaked at $1.76M in Q2 2016.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.