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Wealth Management Associates’s Altria Group MO Stock Holding History

Wealth Management Associates’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 		$446K Sell
6,196
-72
-1% -$5.03K 0.12% 143
2026
Q1 		$414K Sell
6,268
-183
-3% -$11.8K 0.14% 131
2025
Q4 		$372K Buy
6,451
+221
+4% +$13.3K 0.13% 148
2025
Q3 		$412K Buy
6,230
+690
+12% +$43.7K 0.15% 131
2025
Q2 		$325K Buy
5,540
+1,709
+45% +$100K 0.13% 146
2025
Q1 		$230K Buy
+3,831
New +$209K 0.1% 187
2024
Q4 		– Sell
-4,083
Closed -$208K – 215
2024
Q3 		$208K Buy
+4,083
New +$206K 0.09% 198
2023
Q4 		– Sell
-7,569
Closed -$318K – 207
2023
Q3 		$318K Sell
7,569
-5,307
-41% -$234K 0.19% 120
2023
Q2 		$583K Buy
12,876
+1,656
+15% +$75K 0.33% 71
2023
Q1 		$501K Buy
11,220
+6,740
+150% +$310K 0.31% 75
2022
Q4 		$205K Buy
+4,480
New +$203K 0.14% 174
2022
Q2 		– Sell
-4,722
Closed -$247K – 190
2022
Q1 		$247K Buy
4,722
+28
+0.6% +$1.43K 0.14% 168
2021
Q4 		$222K Buy
4,694
+28
+0.6% +$1.28K 0.12% 179
2021
Q3 		$212K Buy
4,666
+27
+0.6% +$1.3K 0.12% 180
2021
Q2 		$221K Sell
4,639
-2,189
-32% -$108K 0.13% 183
2021
Q1 		$349K Sell
6,828
-296
-4% -$13.3K 0.22% 114
2020
Q4 		$292K Sell
7,124
-548
-7% -$22K 0.19% 129
2020
Q3 		$296K Buy
7,672
+30
+0.4% +$1.25K 0.23% 108
2020
Q2 		$300K Sell
7,642
-1,965
-20% -$76.7K 0.25% 96
2020
Q1 		$371K Sell
9,607
-356
-4% -$15.8K 0.38% 69
2019
Q4 		$497K Buy
9,963
+93
+0.9% +$4.39K 0.36% 68
2019
Q3 		$404K Buy
9,870
+1,329
+16% +$61.1K 0.32% 77
2019
Q2 		$404K Sell
8,541
-390
-4% -$20.4K 0.4% 58
2019
Q1 		$513K Buy
8,931
+1,751
+24% +$89.5K 0.56% 44
2018
Q4 		$355K Buy
+7,180
New +$416K 0.48% 53

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 Management Associates's MO Position: Q2 2026 in Review

Wealth Management Associates reduced its Altria Group (MO) stake by 1.1% in Q2 2026, selling an estimated $5.03K and leaving 6,196 shares worth $446K. The position accounts for 0.12% of the portfolio, ranked #143.

Wealth Management Associates first reported a position in MO in Q4 2018 and has held it in 25 quarters since. The position peaked at $583K in Q2 2023. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wealth Management Associates held 6,196 shares of Altria Group worth $446K as of Q2 2026.
  • Wealth Management Associates sold 72 Altria Group shares in Q2 2026, an estimated $5.03K.
  • Altria Group made up 0.12% of Wealth Management Associates's portfolio in Q2 2026, its #143 holding.
  • Wealth Management Associates first reported a position in Altria Group in Q4 2018 and has held it in 25 quarters since.
  • Wealth Management Associates's Altria Group position peaked at $583K in Q2 2023.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.