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Wealth Quarterback’s Altria Group MO Stock Holding History

Wealth Quarterback’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 		$831K Sell
11,548
-1,192
-9% -$83.2K 0.26% 64
2026
Q1 		$841K Sell
12,740
-9
-0.1% -$579 0.33% 59
2025
Q4 		$735K Buy
12,749
+2,270
+22% +$137K 0.26% 63
2025
Q3 		$692K Sell
10,479
-1,688
-14% -$107K 0.27% 67
2025
Q2 		$713K Buy
12,167
+1,059
+10% +$62.2K 0.34% 66
2025
Q1 		$667K Buy
11,108
+690
+7% +$37.7K 0.38% 66
2024
Q4 		$545K Buy
10,418
+49
+0.5% +$2.61K 0.26% 65
2024
Q3 		$529K Sell
10,369
-441
-4% -$22.3K 0.28% 69
2024
Q2 		$492K Buy
10,810
+3,276
+43% +$145K 0.28% 67
2024
Q1 		$329K Buy
7,534
+7
+0.1% +$290 0.18% 87
2023
Q4 		$304K Sell
7,527
-543
-7% -$22.5K 0.19% 92
2023
Q3 		$339K Sell
8,070
-352
-4% -$15.6K 0.29% 78
2023
Q2 		$382K Buy
8,422
+291
+4% +$13.2K 0.26% 76
2023
Q1 		$363K Buy
8,131
+72
+0.9% +$3.31K 0.31% 73
2022
Q4 		$368K Buy
8,059
+78
+1% +$3.53K 0.31% 74
2022
Q3 		$322K Buy
7,981
+114
+1% +$4.97K 0.34% 73
2022
Q2 		$329K Buy
+7,867
New +$407K 0.26% 80
2021
Q3 		$461K Buy
21,036
+12,727
+153% +$615K 0.31% 67
2021
Q2 		$397K Buy
+8,309
New +$408K 0.24% 77
2020
Q4 		$381K Sell
9,299
-14,226
-60% -$571K 0.32% 72
2020
Q3 		$923K Hold
23,525
– – 0.85% 36
2020
Q2 		$923K Buy
23,525
+2,358
+11% +$92K 0.85% 36
2020
Q1 		$831K Sell
21,167
-83,278
-80% -$3.7M 0.76% 32
2019
Q4 		$960K Buy
+104,445
New +$4.93M 0.83% 28

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 Quarterback's MO Position: Q2 2026 in Review

Wealth Quarterback reduced its Altria Group (MO) stake by 9.4% in Q2 2026, selling an estimated $83.2K and leaving 11,548 shares worth $831K. The position accounts for 0.26% of the portfolio, ranked #64.

Wealth Quarterback first reported a position in MO in Q4 2019 and has held it in 24 quarters since. The position peaked at $960K in Q4 2019. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wealth Quarterback held 11,548 shares of Altria Group worth $831K as of Q2 2026.
  • Wealth Quarterback sold 1,192 Altria Group shares in Q2 2026, an estimated $83.2K.
  • Altria Group made up 0.26% of Wealth Quarterback's portfolio in Q2 2026, its #64 holding.
  • Wealth Quarterback first reported a position in Altria Group in Q4 2019 and has held it in 24 quarters since.
  • Wealth Quarterback's Altria Group position peaked at $960K in Q4 2019.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.