WE
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Wealth Effects’s Altria Group MO Stock Holding History

Wealth Effects’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 		$628K Sell
8,728
-184
-2% -$12.8K 0.17% 108
2026
Q1 		$588K Buy
8,912
+484
+6% +$31.1K 0.21% 95
2025
Q4 		$486K Sell
8,428
-225
-3% -$13.6K 0.15% 110
2025
Q3 		$572K Sell
8,653
-750
-8% -$47.5K 0.18% 101
2025
Q2 		$551K Sell
9,403
-622
-6% -$36.5K 0.21% 91
2025
Q1 		$602K Sell
10,025
-2,650
-21% -$145K 0.25% 79
2024
Q4 		$663K Buy
12,675
+325
+3% +$17.3K 0.24% 79
2024
Q3 		$630K Buy
12,350
+200
+2% +$10.1K 0.22% 88
2024
Q2 		$553K Buy
12,150
+400
+3% +$17.7K 0.2% 95
2024
Q1 		$513K Buy
11,750
+225
+2% +$9.33K 0.19% 106
2023
Q4 		$465K Buy
11,525
+450
+4% +$18.6K 0.17% 113
2023
Q3 		$466K Buy
11,075
+1,200
+12% +$53K 0.23% 100
2023
Q2 		$447K Buy
9,875
+175
+2% +$7.93K 0.2% 105
2023
Q1 		$433K Buy
9,700
+800
+9% +$36.8K 0.22% 105
2022
Q4 		$407K Sell
8,900
-25
-0.3% -$1.13K 0.23% 102
2022
Q3 		$360K Buy
8,925
+750
+9% +$32.7K 0.22% 100
2022
Q2 		$341K Buy
8,175
+1,350
+20% +$69.9K 0.21% 107
2022
Q1 		$357K Buy
6,825
+350
+5% +$17.8K 0.17% 123
2021
Q4 		$307K Buy
+6,475
New +$297K 0.13% 146

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 Effects's MO Position: Q2 2026 in Review

Wealth Effects reduced its Altria Group (MO) stake by 2.1% in Q2 2026, selling an estimated $12.8K and leaving 8,728 shares worth $628K. The position accounts for 0.17% of the portfolio, ranked #108.

Wealth Effects first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $663K in Q4 2024. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wealth Effects held 8,728 shares of Altria Group worth $628K as of Q2 2026.
  • Wealth Effects sold 184 Altria Group shares in Q2 2026, an estimated $12.8K.
  • Altria Group made up 0.17% of Wealth Effects's portfolio in Q2 2026, its #108 holding.
  • Wealth Effects first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Altria Group position peaked at $663K in Q4 2024.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.