Wellspring Financial Advisors’s Altria Group MO Stock Holding History

Wellspring Financial 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	$270K	Sell	3,757 -15	-0.4%	-$1.05K	0.02%	232
2026 Q1	$249K	Sell	3,772 -1,049	-22%	-$67.5K	0.02%	239
2025 Q4	$278K	Buy	4,821 +1,460	+43%	+$88.2K	0.02%	209
2025 Q3	$222K	Buy	+3,361	New	+$213K	0.02%	150
2022 Q2	–	Sell	-2,583	Closed	-$135K	–	127
2022 Q1	$135K	Buy	+2,583	New	+$132K	0.04%	116

Other funds holding MO

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Wellspring Financial Advisors's MO Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Altria Group (MO) stake by 0.4% in Q2 2026, selling an estimated $1.05K and leaving 3,757 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #232.

Wellspring Financial Advisors first reported a position in MO in Q1 2022 and has held it in 5 quarters since. The position peaked at $278K in Q4 2025. 998 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Wellspring Financial Advisors held 3,757 shares of Altria Group worth $270K as of Q2 2026.
Wellspring Financial Advisors sold 15 Altria Group shares in Q2 2026, an estimated $1.05K.
Altria Group made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #232 holding.
Wellspring Financial Advisors first reported a position in Altria Group in Q1 2022 and has held it in 5 quarters since.
Wellspring Financial Advisors's Altria Group position peaked at $278K in Q4 2025.
998 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.