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Wagner Wealth Management (South Carolina)’s Altria Group MO Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1.29M Buy
17,985
+20
+0.1% +$1.4K 0.24% 59
2026
Q1 		$1.19M Buy
17,965
+1,048
+6% +$67.4K 0.24% 54
2025
Q4 		$975K Buy
16,917
+1,010
+6% +$61K 0.21% 60
2025
Q3 		$1.05M Sell
15,907
-606
-4% -$38.4K 0.24% 51
2025
Q2 		$968K Buy
16,513
+1,091
+7% +$64.1K 0.22% 54
2025
Q1 		$926K Buy
15,422
+588
+4% +$32.1K 0.23% 52
2024
Q4 		$776K Buy
14,834
+1,472
+11% +$78.4K 0.2% 53
2024
Q3 		$682K Buy
13,362
+162
+1% +$8.19K 0.18% 60
2024
Q2 		$601K Buy
13,200
+2,423
+22% +$107K 0.18% 67
2024
Q1 		$470K Sell
10,777
-14,912
-58% -$618K 0.14% 77
2023
Q4 		$1.04M Sell
25,689
-1,202
-4% -$49.7K 0.35% 50
2023
Q3 		$1.13M Buy
26,891
+540
+2% +$23.9K 0.42% 46
2023
Q2 		$1.19M Sell
26,351
-783
-3% -$35.5K 0.46% 45
2023
Q1 		$1.21M Sell
27,134
-874
-3% -$40.2K 0.55% 45
2022
Q4 		$1.28M Buy
28,008
+6,146
+28% +$278K 0.79% 38
2022
Q3 		$883K Buy
21,862
+8,640
+65% +$377K 0.65% 35
2022
Q2 		$552K Buy
13,222
+5,459
+70% +$283K 0.44% 49
2022
Q1 		$406K Sell
7,763
-1,145
-13% -$58.3K 0.28% 81
2021
Q4 		$422K Sell
8,908
-1,220
-12% -$55.9K 0.32% 64
2021
Q3 		$447K Buy
10,128
+5,460
+117% +$264K 0.36% 61
2021
Q2 		$223K Sell
4,668
-1,618
-26% -$79.5K 0.16% 111
2021
Q1 		$322K Buy
+6,286
New +$282K 0.25% 77
2018
Q3 		$52K Buy
857
+798
+1,353% +$47.4K 0.03% 251
2018
Q2 		$3K Sell
59
-44
-43% -$2.54K ﹤0.01% 495
2018
Q1 		$6K Buy
103
+47
+84% +$3.11K ﹤0.01% 414
2017
Q4 		$4K Buy
+56
New +$3.75K ﹤0.01% 560

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

Wagner Wealth Management (South Carolina)'s MO Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Altria Group (MO) stake by 0.11% in Q2 2026, buying an estimated $1.4K and bringing the position to 17,985 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #59.

Wagner Wealth Management (South Carolina) first reported a position in MO in Q4 2017 and has held it in 26 quarters since. 2,551 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 17,985 shares of Altria Group worth $1.29M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 20 Altria Group shares in Q2 2026, an estimated $1.4K.
  • Altria Group made up 0.24% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #59 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Altria Group in Q4 2017 and has held it in 26 quarters since.
  • 2,551 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.