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Waterfront Wealth’s Altria Group MO Stock Holding History

Waterfront Wealth’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 		$310K Buy
4,313
+1,147
+36% +$80.1K 0.05% 255
2026
Q1 		$209K Buy
+3,166
New +$204K 0.04% 275
2025
Q4 		– Sell
-3,166
Closed -$204K – 277
2025
Q3 		$204K Buy
+3,166
New +$201K 0.04% 260

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Waterfront Wealth's MO Position: Q2 2026 in Review

Waterfront Wealth increased its Altria Group (MO) stake by 36% in Q2 2026, buying an estimated $80.1K and bringing the position to 4,313 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #255.

Waterfront Wealth first reported a position in MO in Q3 2025 and has held it in 3 quarters since. 1,156 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Waterfront Wealth held 4,313 shares of Altria Group worth $310K as of Q2 2026.
  • Waterfront Wealth bought 1,147 Altria Group shares in Q2 2026, an estimated $80.1K.
  • Altria Group made up 0.05% of Waterfront Wealth's portfolio in Q2 2026, its #255 holding.
  • Waterfront Wealth first reported a position in Altria Group in Q3 2025 and has held it in 3 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.