Wealthquest’s Altria Group MO Stock Holding History

Wealthquest’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	$469K	Buy	6,524 +54	+0.8%	+$3.77K	0.03%	99
2026 Q1	$427K	Buy	6,470 +1,333	+26%	+$85.8K	0.03%	94
2025 Q4	$296K	Buy	+5,137	New	+$310K	0.02%	111
2025 Q3	–	Sell	-4,416	Closed	-$259K	–	100
2025 Q2	$259K	Buy	4,416 +597	+16%	+$35.1K	0.02%	116
2025 Q1	$229K	Buy	+3,819	New	+$209K	0.02%	117
2024 Q4	–	Sell	-4,100	Closed	-$209K	–	131
2024 Q3	$209K	Buy	+4,100	New	+$207K	0.02%	124
2024 Q1	–	Sell	-5,148	Closed	-$208K	–	138
2023 Q4	$208K	Buy	5,148 +48	+0.9%	+$1.99K	0.02%	131
2023 Q3	$214K	Buy	+5,100	New	+$225K	0.03%	122
2019 Q3	–	Sell	-3,642	Closed	-$209K	–	136
2019 Q2	$209K	Hold	3,642	–	–	0.08%	122
2019 Q1	$209K	Buy	+3,642	New	+$186K	0.08%	125
2015 Q3	$272K	Buy	+4,998	New	+$268K	0.49%	30

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealthquest's MO Position: Q2 2026 in Review

Wealthquest increased its Altria Group (MO) stake by 0.83% in Q2 2026, buying an estimated $3.77K and bringing the position to 6,524 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #99.

Wealthquest first reported a position in MO in Q3 2015 and has held it in 11 quarters since. 877 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Wealthquest held 6,524 shares of Altria Group worth $469K as of Q2 2026.
Wealthquest bought 54 Altria Group shares in Q2 2026, an estimated $3.77K.
Altria Group made up 0.03% of Wealthquest's portfolio in Q2 2026, its #99 holding.
Wealthquest first reported a position in Altria Group in Q3 2015 and has held it in 11 quarters since.
877 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.