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Whipplewood Advisors’s Altria Group MO Stock Holding History

Whipplewood 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 		$15.9K Sell
221
-4,348
-95% -$303K 0.01% 214
2026
Q1 		$302K Buy
4,569
+1,519
+50% +$97.7K 0.16% 110
2025
Q4 		$176K Buy
3,050
+50
+2% +$3.02K 0.11% 131
2025
Q3 		$198K Sell
3,000
-2,449
-45% -$155K 0.13% 120
2025
Q2 		$319K Sell
5,449
-28
-0.5% -$1.64K 0.18% 122
2025
Q1 		$328K Sell
5,477
-91
-2% -$4.97K 0.19% 111
2024
Q4 		$291K Buy
+5,568
New +$297K 0.17% 121

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

Whipplewood Advisors's MO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Altria Group (MO) stake by 95% in Q2 2026, selling an estimated $303K and leaving 221 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #214.

Whipplewood Advisors first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $328K in Q1 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Whipplewood Advisors held 221 shares of Altria Group worth $15.9K as of Q2 2026.
  • Whipplewood Advisors sold 4,348 Altria Group shares in Q2 2026, an estimated $303K.
  • Altria Group made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #214 holding.
  • Whipplewood Advisors first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Altria Group position peaked at $328K in Q1 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.