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Wealth Dimensions Group’s Altria Group MO Stock Holding History

Wealth Dimensions Group’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 		$529K Buy
7,356
+41
+0.6% +$2.86K 0.09% 99
2026
Q1 		$483K Sell
7,315
-210
-3% -$13.5K 0.1% 106
2025
Q4 		$434K Sell
7,525
-121
-2% -$7.31K 0.09% 110
2025
Q3 		$505K Sell
7,646
-308
-4% -$19.5K 0.1% 105
2025
Q2 		$466K Sell
7,954
-235
-3% -$13.8K 0.1% 105
2025
Q1 		$492K Buy
8,189
+44
+0.5% +$2.4K 0.12% 100
2024
Q4 		$426K Sell
8,145
-1,089
-12% -$58K 0.1% 101
2024
Q3 		$471K Sell
9,234
-56
-0.6% -$2.83K 0.12% 88
2024
Q2 		$423K Sell
9,290
-769
-8% -$34.1K 0.12% 91
2024
Q1 		$439K Hold
10,059
– – 0.13% 88
2023
Q4 		$406K Sell
10,059
-17
-0.2% -$703 0.13% 89
2023
Q3 		$424K Buy
10,076
+95
+1% +$4.2K 0.15% 83
2023
Q2 		$452K Buy
9,981
+111
+1% +$5.03K 0.16% 81
2023
Q1 		$440K Buy
9,870
+41
+0.4% +$1.89K 0.17% 78
2022
Q4 		$449K Buy
9,829
+836
+9% +$37.9K 0.18% 79
2022
Q3 		$363K Buy
8,993
+42
+0.5% +$1.83K 0.18% 84
2022
Q2 		$374K Buy
8,951
+31
+0.3% +$1.6K 0.18% 87
2022
Q1 		$466K Sell
8,920
-15
-0.2% -$764 0.22% 80
2021
Q4 		$423K Buy
8,935
+36
+0.4% +$1.65K 0.21% 87
2021
Q3 		$405K Hold
8,899
– – 0.26% 83
2021
Q2 		$424K Buy
8,899
+186
+2% +$9.14K 0.29% 74
2021
Q1 		$446K Hold
8,713
– – 0.35% 65
2020
Q4 		$357K Buy
+8,713
New +$350K 0.31% 70

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 Dimensions Group's MO Position: Q2 2026 in Review

Wealth Dimensions Group increased its Altria Group (MO) stake by 0.56% in Q2 2026, buying an estimated $2.86K and bringing the position to 7,356 shares worth $529K. The position accounts for 0.09% of the portfolio, ranked #99.

Wealth Dimensions Group first reported a position in MO in Q4 2020 and has held it in 23 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wealth Dimensions Group held 7,356 shares of Altria Group worth $529K as of Q2 2026.
  • Wealth Dimensions Group bought 41 Altria Group shares in Q2 2026, an estimated $2.86K.
  • Altria Group made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #99 holding.
  • Wealth Dimensions Group first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.