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Wealth Preservation Advisors’s Altria Group MO Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-10
Closed -$660 – 604
2026
Q1 		$660 Sell
10
-150
-94% -$9.65K ﹤0.01% 742
2025
Q4 		$9.23K Hold
160
– – ﹤0.01% 309
2025
Q3 		$10.6K Hold
160
– – 0.01% 290
2025
Q2 		$9.38K Hold
160
– – 0.01% 294
2025
Q1 		$9.6K Buy
+160
New +$8.74K 0.01% 318

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 Preservation Advisors's MO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Altria Group (MO) in Q2 2026, closing a stake of 10 shares — an estimated $660 sold.

Wealth Preservation Advisors first reported a position in MO in Q1 2025 and held it in 5 quarters. The position peaked at $10.6K in Q3 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 10 Altria Group shares in Q2 2026, an estimated $660.
  • Wealth Preservation Advisors first reported a position in Altria Group in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Altria Group position peaked at $10.6K in Q3 2025.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.