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Vision Retirement’s Altria Group MO Stock Holding History

Vision Retirement’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 		$91K Buy
1,264
+286
+29% +$20K 0.02% 177
2026
Q1 		$64.6K Sell
978
-102
-9% -$6.56K 0.02% 197
2025
Q4 		$62.3K Buy
+1,080
New +$65.2K 0.02% 202

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

Vision Retirement's MO Position: Q2 2026 in Review

Vision Retirement increased its Altria Group (MO) stake by 29% in Q2 2026, buying an estimated $20K and bringing the position to 1,264 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #177.

Vision Retirement first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,462 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Vision Retirement held 1,264 shares of Altria Group worth $91K as of Q2 2026.
  • Vision Retirement bought 286 Altria Group shares in Q2 2026, an estimated $20K.
  • Altria Group made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #177 holding.
  • Vision Retirement first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,462 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.