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Wealth Alliance’s Altria Group MO Stock Holding History

Wealth Alliance’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 		$1.87M Buy
25,971
+3,082
+13% +$215K 0.16% 114
2026
Q1 		$1.51M Buy
22,889
+4,260
+23% +$274K 0.15% 129
2025
Q4 		$1.07M Buy
18,629
+3,852
+26% +$233K 0.11% 172
2025
Q3 		$976K Buy
14,777
+2,505
+20% +$159K 0.1% 181
2025
Q2 		$720K Buy
12,272
+2,820
+30% +$166K 0.08% 221
2025
Q1 		$567K Buy
9,452
+174
+2% +$9.5K 0.07% 251
2024
Q4 		$485K Buy
9,278
+10
+0.1% +$533 0.06% 265
2024
Q3 		$473K Buy
9,268
+203
+2% +$10.3K 0.06% 274
2024
Q2 		$413K Buy
9,065
+460
+5% +$20.4K 0.05% 296
2024
Q1 		$375K Sell
8,605
-79
-0.9% -$3.28K 0.05% 339
2023
Q4 		$350K Sell
8,684
-424
-5% -$17.5K 0.05% 338
2023
Q3 		$383K Buy
9,108
+125
+1% +$5.52K 0.06% 286
2023
Q2 		$407K Buy
8,983
+1,127
+14% +$51K 0.06% 288
2023
Q1 		$351K Sell
7,856
-1,124
-13% -$51.7K 0.06% 317
2022
Q4 		$410K Sell
8,980
-1,736
-16% -$78.6K 0.07% 267
2022
Q3 		$432K Buy
10,716
+1,343
+14% +$58.6K 0.09% 239
2022
Q2 		$392K Buy
9,373
+4,940
+111% +$256K 0.08% 254
2022
Q1 		$232K Sell
4,433
-228
-5% -$11.6K 0.05% 396
2021
Q4 		$221K Buy
4,661
+151
+3% +$6.92K 0.04% 403
2021
Q3 		$205K Sell
4,510
-526
-10% -$25.4K 0.05% 402
2021
Q2 		$240K Sell
5,036
-1,181
-19% -$58K 0.06% 372
2021
Q1 		$318K Sell
6,217
-4,271
-41% -$191K 0.09% 273
2020
Q4 		$430K Buy
10,488
+1,944
+23% +$78.1K 0.13% 195
2020
Q3 		$330K Buy
8,544
+389
+5% +$16.2K 0.12% 213
2020
Q2 		$320K Sell
8,155
-3,531
-30% -$138K 0.13% 204
2020
Q1 		$452K Sell
11,686
-494
-4% -$21.9K 0.24% 112
2019
Q4 		$608K Buy
+12,180
New +$575K 0.43% 59

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

Wealth Alliance's MO Position: Q2 2026 in Review

Wealth Alliance increased its Altria Group (MO) stake by 13% in Q2 2026, buying an estimated $215K and bringing the position to 25,971 shares worth $1.87M. The position accounts for 0.16% of the portfolio, ranked #114.

Wealth Alliance first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wealth Alliance held 25,971 shares of Altria Group worth $1.87M as of Q2 2026.
  • Wealth Alliance bought 3,082 Altria Group shares in Q2 2026, an estimated $215K.
  • Altria Group made up 0.16% of Wealth Alliance's portfolio in Q2 2026, its #114 holding.
  • Wealth Alliance first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.