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Well Done LLC’s Altria Group MO Stock Holding History

Well Done LLC’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 		$404K Buy
5,618
+27
+0.5% +$1.89K 0.05% 142
2026
Q1 		$369K Sell
5,591
-1,200
-18% -$77.2K 0.05% 142
2025
Q4 		$392K Buy
6,791
+261
+4% +$15.8K 0.06% 136
2025
Q3 		$431K Buy
6,530
+366
+6% +$23.2K 0.07% 123
2025
Q2 		$361K Buy
6,164
+402
+7% +$23.6K 0.07% 120
2025
Q1 		$301K Sell
5,762
-258
-4% -$14.1K 0.05% 139
2024
Q4 		$307K Hold
6,020
– – 0.06% 135
2024
Q3 		$307K Sell
6,020
-1,883
-24% -$95.2K 0.06% 136
2024
Q2 		$360K Buy
7,903
+1,485
+23% +$65.9K 0.07% 128
2024
Q1 		$280K Buy
+6,418
New +$266K 0.06% 151
2023
Q3 		– Sell
-4,648
Closed -$211K – 171
2023
Q2 		$211K Sell
4,648
-1,164
-20% -$52.7K 0.04% 153
2023
Q1 		$259K Buy
5,812
+769
+15% +$35.4K 0.06% 145
2022
Q4 		$231K Buy
5,043
+33
+0.7% +$1.5K 0.05% 160
2022
Q3 		$202K Buy
+5,010
New +$219K 0.05% 158
2022
Q2 		– Sell
-4,648
Closed -$243K – 186
2022
Q1 		$243K Hold
4,648
– – 0.05% 161
2021
Q4 		$220K Sell
4,648
-291
-6% -$13.3K 0.04% 170
2021
Q3 		$225K Sell
4,939
-155
-3% -$7.49K 0.05% 159
2021
Q2 		$243K Buy
5,094
+97
+2% +$4.77K 0.05% 151
2021
Q1 		$256K Buy
4,997
+391
+8% +$17.5K 0.06% 138
2020
Q4 		$189K Buy
+4,606
New +$185K 0.05% 151
2019
Q1 		– Sell
-1,416
Closed -$70K – 453
2018
Q4 		$70K Buy
+1,416
New +$82K 0.02% 233
2018
Q2 		– Sell
-1,191
Closed -$74K – 364
2018
Q1 		$74K Buy
+1,191
New +$78.9K 0.02% 194

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

Well Done LLC's MO Position: Q2 2026 in Review

Well Done LLC increased its Altria Group (MO) stake by 0.48% in Q2 2026, buying an estimated $1.89K and bringing the position to 5,618 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #142.

Well Done LLC first reported a position in MO in Q1 2018 and has held it in 22 quarters since. The position peaked at $431K in Q3 2025. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Well Done LLC held 5,618 shares of Altria Group worth $404K as of Q2 2026.
  • Well Done LLC bought 27 Altria Group shares in Q2 2026, an estimated $1.89K.
  • Altria Group made up 0.05% of Well Done LLC's portfolio in Q2 2026, its #142 holding.
  • Well Done LLC first reported a position in Altria Group in Q1 2018 and has held it in 22 quarters since.
  • Well Done LLC's Altria Group position peaked at $431K in Q3 2025.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.