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VSM Wealth Advisory’s Altria Group MO Stock Holding History

VSM Wealth Advisory’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 		$77.7K Buy
1,080
+9
+0.8% +$628 0.02% 183
2026
Q1 		$70.7K Buy
1,071
+11
+1% +$708 0.02% 180
2025
Q4 		$61.1K Buy
1,060
+10
+1% +$604 0.02% 185
2025
Q3 		$69.4K Sell
1,050
-477
-31% -$30.2K 0.02% 169
2025
Q2 		$89.5K Buy
1,527
+477
+45% +$28K 0.03% 149
2025
Q1 		$63K Buy
1,050
+500
+91% +$27.3K 0.02% 174
2024
Q4 		$28.8K Buy
+550
New +$29.3K 0.01% 234

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

VSM Wealth Advisory's MO Position: Q2 2026 in Review

VSM Wealth Advisory increased its Altria Group (MO) stake by 0.84% in Q2 2026, buying an estimated $628 and bringing the position to 1,080 shares worth $77.7K. The position accounts for 0.02% of the portfolio, ranked #183.

VSM Wealth Advisory first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.5K in Q2 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • VSM Wealth Advisory held 1,080 shares of Altria Group worth $77.7K as of Q2 2026.
  • VSM Wealth Advisory bought 9 Altria Group shares in Q2 2026, an estimated $628.
  • Altria Group made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #183 holding.
  • VSM Wealth Advisory first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Altria Group position peaked at $89.5K in Q2 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.