Vermillion & White Wealth Management Group’s Altria Group MO Stock Holding History

Vermillion & White Wealth Management Group’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	$952K	Sell	13,237 -1,346	-9%	-$93.9K	0.48%	21
2026 Q1	$962K	Sell	14,583 -72	-0.5%	-$4.63K	0.55%	20
2025 Q4	$845K	Buy	14,655 +464	+3%	+$28K	0.46%	23
2025 Q3	$937K	Sell	14,191 -707	-5%	-$44.8K	0.53%	19
2025 Q2	$873K	Buy	14,898 +185	+1%	+$10.9K	0.57%	19
2025 Q1	$883K	Buy	14,713 +502	+4%	+$27.4K	0.64%	22
2024 Q4	$743K	Buy	14,211 +102	+0.7%	+$5.43K	0.55%	32
2024 Q3	$720K	Buy	14,109 +104	+0.7%	+$5.26K	0.53%	32
2024 Q2	$638K	Buy	14,005 +108	+0.8%	+$4.79K	0.48%	35
2024 Q1	$606K	Buy	13,897 +220	+2%	+$9.12K	0.48%	34
2023 Q4	$552K	Buy	+13,677	New	+$566K	0.54%	28

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vermillion & White Wealth Management Group's MO Position: Q2 2026 in Review

Vermillion & White Wealth Management Group reduced its Altria Group (MO) stake by 9.2% in Q2 2026, selling an estimated $93.9K and leaving 13,237 shares worth $952K. The position accounts for 0.48% of the portfolio, ranked #21.

Vermillion & White Wealth Management Group first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $962K in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Vermillion & White Wealth Management Group held 13,237 shares of Altria Group worth $952K as of Q2 2026.
Vermillion & White Wealth Management Group sold 1,346 Altria Group shares in Q2 2026, an estimated $93.9K.
Altria Group made up 0.48% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #21 holding.
Vermillion & White Wealth Management Group first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
Vermillion & White Wealth Management Group's Altria Group position peaked at $962K in Q1 2026.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.