WAL
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W Advisors LLC’s Altria Group MO Stock Holding History

W Advisors LLC’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 		$295K Hold
4,098
– – 0.13% 122
2026
Q1 		$270K Sell
4,098
-18
-0.4% -$1.16K 0.14% 115
2025
Q4 		$237K Sell
4,116
-14
-0.3% -$845 0.12% 124
2025
Q3 		$273K Buy
4,130
+2
+0% +$127 0.14% 111
2025
Q2 		$242K Sell
4,128
-45
-1% -$2.64K 0.14% 113
2025
Q1 		$250K Buy
4,173
+168
+4% +$9.17K 0.16% 107
2024
Q4 		$209K Buy
4,005
+22
+0.6% +$1.17K 0.13% 112
2024
Q3 		$203K Buy
+3,983
New +$201K 0.13% 114
2022
Q2 		– Sell
-3,900
Closed -$204K – 114
2022
Q1 		$204K Buy
+3,900
New +$199K 0.15% 107

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

W Advisors LLC's MO Position: Q2 2026 in Review

W Advisors LLC held its Altria Group (MO) position steady in Q2 2026 at 4,098 shares worth $295K. The position accounts for 0.13% of the portfolio, ranked #122.

W Advisors LLC first reported a position in MO in Q1 2022 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • W Advisors LLC held 4,098 shares of Altria Group worth $295K as of Q2 2026.
  • W Advisors LLC left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.13% of W Advisors LLC's portfolio in Q2 2026, its #122 holding.
  • W Advisors LLC first reported a position in Altria Group in Q1 2022 and has held it in 9 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.