Walkner Condon Financial Advisors’s Altria Group MO Stock Holding History

Walkner Condon Financial Advisors’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	$311K	Sell	4,329 -1,710	-28%	-$119K	0.04%	258
2026 Q1	$399K	Buy	6,039 +96	+2%	+$6.18K	0.05%	204
2025 Q4	$343K	Buy	5,943 +121	+2%	+$7.31K	0.05%	223
2025 Q3	$385K	Buy	5,822 +881	+18%	+$55.8K	0.06%	201
2025 Q2	$290K	Buy	4,941 +228	+5%	+$13.4K	0.05%	222
2025 Q1	$283K	Buy	4,713 +82	+2%	+$4.48K	0.06%	212
2024 Q4	$242K	Buy	4,631 +14	+0.3%	+$746	0.05%	247
2024 Q3	$236K	Sell	4,617 -234	-5%	-$11.8K	0.05%	246
2024 Q2	$221K	Buy	+4,851	New	+$215K	0.05%	239

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walkner Condon Financial Advisors's MO Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Altria Group (MO) stake by 28% in Q2 2026, selling an estimated $119K and leaving 4,329 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #258.

Walkner Condon Financial Advisors first reported a position in MO in Q2 2024 and has held it in 9 quarters since. The position peaked at $399K in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Walkner Condon Financial Advisors held 4,329 shares of Altria Group worth $311K as of Q2 2026.
Walkner Condon Financial Advisors sold 1,710 Altria Group shares in Q2 2026, an estimated $119K.
Altria Group made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #258 holding.
Walkner Condon Financial Advisors first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
Walkner Condon Financial Advisors's Altria Group position peaked at $399K in Q1 2026.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.