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Wealth Enhancement Trust Services’s Altria Group MO Stock Holding History

Wealth Enhancement Trust Services’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 		$326K Buy
4,534
+289
+7% +$20.2K 0.04% 242
2026
Q1 		$280K Sell
4,245
-1,114
-21% -$71.7K 0.03% 249
2025
Q4 		$309K Buy
+5,359
New +$324K 0.04% 230

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Enhancement Trust Services's MO Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Altria Group (MO) stake by 6.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 4,534 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #242.

Wealth Enhancement Trust Services first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,053 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,534 shares of Altria Group worth $326K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 289 Altria Group shares in Q2 2026, an estimated $20.2K.
  • Altria Group made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #242 holding.
  • Wealth Enhancement Trust Services first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.