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Westshore Wealth’s Altria Group MO Stock Holding History

Westshore Wealth’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 		$221K Buy
+3,068
New +$214K 0.07% 98
2022
Q2 		– Sell
-16,270
Closed -$850K – 107
2022
Q1 		$850K Sell
16,270
-429
-3% -$21.9K 0.57% 22
2021
Q4 		$791K Buy
16,699
+230
+1% +$10.5K 0.54% 23
2021
Q3 		$750K Sell
16,469
-2,038
-11% -$98.4K 0.61% 24
2021
Q2 		$882K Buy
18,507
+410
+2% +$20.1K 0.45% 40
2021
Q1 		$926K Buy
+18,097
New +$811K 0.53% 31
2019
Q4 		$881K Buy
+17,645
New +$832K 0.97% 15

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

Westshore Wealth's MO Position: Q2 2026 in Review

Westshore Wealth opened a new position in Altria Group (MO) in Q2 2026: 3,068 shares worth $221K. The stake represents 0.07% of the portfolio and ranks #98 among its holdings. This is a return to the name: Westshore Wealth previously reported a position in MO as recently as Q1 2022.

Westshore Wealth first reported a position in MO in Q4 2019 and has held it in 7 quarters since. The position peaked at $926K in Q1 2021. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Westshore Wealth held 3,068 shares of Altria Group worth $221K as of Q2 2026.
  • Altria Group was a new Westshore Wealth position in Q2 2026.
  • Altria Group made up 0.07% of Westshore Wealth's portfolio in Q2 2026, its #98 holding.
  • Westshore Wealth first reported a position in Altria Group in Q4 2019 and has held it in 7 quarters since.
  • Westshore Wealth's Altria Group position peaked at $926K in Q1 2021.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.