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Werba Rubin Papier Wealth Management’s Altria Group MO Stock Holding History

Werba Rubin Papier Wealth Management’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 		$241K Sell
3,346
-310
-8% -$21.6K 0.03% 262
2026
Q1 		$241K Buy
+3,656
New +$235K 0.03% 236

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

Werba Rubin Papier Wealth Management's MO Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Altria Group (MO) stake by 8.5% in Q2 2026, selling an estimated $21.6K and leaving 3,346 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #262.

Werba Rubin Papier Wealth Management first reported a position in MO in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 3,346 shares of Altria Group worth $241K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 310 Altria Group shares in Q2 2026, an estimated $21.6K.
  • Altria Group made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Altria Group in Q1 2026 and has held it in 2 quarters since.
  • Werba Rubin Papier Wealth Management's Altria Group position peaked at $241K in Q1 2026.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.