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White Lighthouse Investment Management’s Altria Group MO Stock Holding History

White Lighthouse Investment 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 		$662K Buy
9,203
+1
+0% +$70 0.08% 96
2026
Q1 		$607K Buy
9,202
+9
+0.1% +$579 0.08% 94
2025
Q4 		$530K Buy
9,193
+2
+0% +$121 0.07% 98
2025
Q3 		$607K Sell
9,191
-200
-2% -$12.7K 0.09% 91
2025
Q2 		$551K Sell
9,391
-6
-0.1% -$352 0.09% 92
2025
Q1 		$564K Sell
9,397
-71
-0.7% -$3.88K 0.1% 85
2024
Q4 		$495K Hold
9,468
– – 0.09% 91
2024
Q3 		$483K Buy
+9,468
New +$479K 0.09% 88

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

White Lighthouse Investment Management's MO Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Altria Group (MO) stake by 0.01% in Q2 2026, buying an estimated $70 and bringing the position to 9,203 shares worth $662K. The position accounts for 0.08% of the portfolio, ranked #96.

White Lighthouse Investment Management first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • White Lighthouse Investment Management held 9,203 shares of Altria Group worth $662K as of Q2 2026.
  • White Lighthouse Investment Management bought 1 Altria Group share in Q2 2026, an estimated $70.
  • Altria Group made up 0.08% of White Lighthouse Investment Management's portfolio in Q2 2026, its #96 holding.
  • White Lighthouse Investment Management first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.