RWML
MO icon

RAFFA WEALTH MANAGEMENT, LLC’s Altria Group MO Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$9.14K Sell
127
-27
-18% -$1.89K ﹤0.01% 447
2026
Q1 		$10.2K Buy
154
+72
+88% +$4.63K ﹤0.01% 389
2025
Q4 		$4.73K Buy
82
+48
+141% +$2.9K ﹤0.01% 528
2025
Q3 		$2.25K Buy
+34
New +$2.15K ﹤0.01% 681
2024
Q4 		– Sell
-255
Closed -$13K – 1131
2024
Q3 		$13K Buy
255
+129
+102% +$6.52K ﹤0.01% 279
2024
Q2 		$5.74K Hold
126
– – ﹤0.01% 524
2024
Q1 		$5.5K Buy
+126
New +$5.22K ﹤0.01% 494
2023
Q3 		$2.23K Buy
+53
New +$2.34K ﹤0.01% 553
2022
Q4 		$6.86K Hold
150
– – ﹤0.01% 338
2022
Q3 		$6.06K Buy
+150
New +$6.54K ﹤0.01% 354
2021
Q4 		$7.11K Hold
150
– – ﹤0.01% 359
2021
Q3 		$6.83K Hold
150
– – ﹤0.01% 316
2021
Q2 		$7.15K Buy
+150
New +$7.37K ﹤0.01% 309
2020
Q4 		$6.15K Buy
+150
New +$6.02K ﹤0.01% 326
2020
Q2 		$5.89K Hold
150
– – ﹤0.01% 288
2020
Q1 		$5.8K Buy
+150
New +$6.66K ﹤0.01% 258
2019
Q3 		$6.13K Buy
+150
New +$6.9K ﹤0.01% 253
2018
Q1 		$24.9K Hold
400
– – 0.01% 158
2017
Q4 		$28.6K Buy
+400
New +$26.8K 0.01% 156
2017
Q1 		$40.4K Buy
+566
New +$41K 0.02% 113
2016
Q3 		$33.3K Buy
+526
New +$35K 0.02% 111
2016
Q1 		$54K Hold
862
– – 0.03% 85
2015
Q4 		$50.2K Buy
+862
New +$50K 0.03% 86
2015
Q2 		$39.3K Hold
803
– – 0.02% 106
2015
Q1 		$40.2K Buy
803
+103
+15% +$5.47K 0.02% 91
2014
Q4 		$34.5K Sell
700
-100
-13% -$4.87K 0.02% 97
2014
Q3 		$36.8K Buy
800
+100
+14% +$4.28K 0.03% 91
2014
Q2 		$29.4K Hold
700
– – 0.02% 101
2014
Q1 		$26.2K Hold
700
– – 0.02% 105
2013
Q4 		$34.5K Buy
+700
New +$25.8K 0.02% 97

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Altria Group (MO) stake by 18% in Q2 2026, selling an estimated $1.89K and leaving 127 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MO in Q4 2013 and has held it in 30 quarters since. The position peaked at $54K in Q1 2016. 905 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 127 shares of Altria Group worth $9.14K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 27 Altria Group shares in Q2 2026, an estimated $1.89K.
  • Altria Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #447 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Altria Group in Q4 2013 and has held it in 30 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Altria Group position peaked at $54K in Q1 2016.
  • 905 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.