Wheelhouse Advisory Group’s Altria Group MO Stock Holding History

Wheelhouse Advisory Group’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	$296K	Buy	4,119 +213	+5%	+$14.9K	0.08%	45
2026 Q1	$258K	Buy	3,906 +22	+0.6%	+$1.42K	0.09%	42
2025 Q4	$224K	Sell	3,884 -825	-18%	-$49.8K	0.09%	48
2025 Q3	$311K	Hold	4,709	–	–	0.13%	39
2025 Q2	$276K	Sell	4,709 -248	-5%	-$14.6K	0.14%	39
2025 Q1	$298K	Buy	4,957 +40	+0.8%	+$2.18K	0.17%	37
2024 Q4	$257K	Buy	4,917 +39	+0.8%	+$2.08K	0.15%	37
2024 Q3	$249K	Buy	4,878 +40	+0.8%	+$2.02K	0.16%	38
2024 Q2	$223K	Buy	+4,838	New	+$215K	0.16%	36

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wheelhouse Advisory Group's MO Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Altria Group (MO) stake by 5.5% in Q2 2026, buying an estimated $14.9K and bringing the position to 4,119 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #45.

Wheelhouse Advisory Group first reported a position in MO in Q2 2024 and has held it in 9 quarters since. The position peaked at $311K in Q3 2025. 1,722 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Wheelhouse Advisory Group held 4,119 shares of Altria Group worth $296K as of Q2 2026.
Wheelhouse Advisory Group bought 213 Altria Group shares in Q2 2026, an estimated $14.9K.
Altria Group made up 0.08% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #45 holding.
Wheelhouse Advisory Group first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
Wheelhouse Advisory Group's Altria Group position peaked at $311K in Q3 2025.
1,722 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.