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Western Wealth Management’s Altria Group MO Stock Holding History

Western 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 		$2.48M Buy
34,472
+68
+0.2% +$4.75K 0.08% 258
2026
Q1 		$2.27M Buy
34,404
+3,627
+12% +$233K 0.09% 254
2025
Q4 		$1.77M Buy
30,777
+869
+3% +$52.5K 0.08% 236
2025
Q3 		$1.98M Buy
29,908
+585
+2% +$37.1K 0.1% 182
2025
Q2 		$1.72M Sell
29,323
-142
-0.5% -$8.34K 0.1% 192
2025
Q1 		$1.77M Sell
29,465
-17
-0.1% -$928 0.12% 173
2024
Q4 		$1.54M Sell
29,482
-463
-2% -$24.7K 0.08% 236
2024
Q3 		$1.53M Buy
29,945
+301
+1% +$15.2K 0.09% 238
2024
Q2 		$1.35M Buy
29,644
+507
+2% +$22.5K 0.1% 179
2024
Q1 		$1.27M Sell
29,137
-7,364
-20% -$305K 0.1% 187
2023
Q4 		$1.47M Sell
36,501
-1,847
-5% -$76.4K 0.11% 199
2023
Q3 		$1.61M Buy
38,348
+196
+0.5% +$8.66K 0.14% 158
2023
Q2 		$1.73M Buy
38,152
+428
+1% +$19.4K 0.15% 149
2023
Q1 		$1.68M Buy
37,724
+4,790
+15% +$220K 0.16% 151
2022
Q4 		$1.51M Sell
32,934
-19,488
-37% -$883K 0.15% 160
2022
Q3 		$2.19M Buy
52,422
+7,398
+16% +$323K 0.13% 168
2022
Q2 		$1.88M Sell
45,024
-3,034
-6% -$157K 0.11% 192
2022
Q1 		$2.51M Buy
48,058
+28,600
+147% +$1.46M 0.12% 171
2021
Q4 		$921K Buy
+19,458
New +$892K 0.09% 206
2021
Q2 		$1.12M Buy
23,546
+3,454
+17% +$170K 0.12% 192
2021
Q1 		$1.03M Buy
20,092
+845
+4% +$37.9K 0.14% 154
2020
Q4 		$789K Sell
19,247
-2,829
-13% -$114K 0.12% 189
2020
Q3 		$853K Buy
22,076
+2,631
+14% +$109K 0.14% 165
2020
Q2 		$772K Buy
19,445
+5,303
+37% +$207K 0.14% 163
2020
Q1 		$549K Buy
14,142
+3,849
+37% +$171K 0.13% 174
2019
Q4 		$514K Sell
10,293
-5,188
-34% -$245K 0.08% 228
2019
Q3 		$631K Sell
15,481
-20,984
-58% -$965K 0.13% 177
2019
Q2 		$1.73M Buy
36,465
+1,444
+4% +$75.6K 0.23% 89
2019
Q1 		$2.01M Buy
35,021
+3,967
+13% +$203K 0.45% 49
2018
Q4 		$1.53M Buy
+31,054
New +$1.8M 0.41% 52

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

Western Wealth Management's MO Position: Q2 2026 in Review

Western Wealth Management increased its Altria Group (MO) stake by 0.2% in Q2 2026, buying an estimated $4.75K and bringing the position to 34,472 shares worth $2.48M. The position accounts for 0.08% of the portfolio, ranked #258.

Western Wealth Management first reported a position in MO in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.51M in Q1 2022. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Western Wealth Management held 34,472 shares of Altria Group worth $2.48M as of Q2 2026.
  • Western Wealth Management bought 68 Altria Group shares in Q2 2026, an estimated $4.75K.
  • Altria Group made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Western Wealth Management first reported a position in Altria Group in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Altria Group position peaked at $2.51M in Q1 2022.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.