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Winnow Wealth’s Altria Group MO Stock Holding History

Winnow 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 		$1.23M Sell
17,154
-523
-3% -$36.5K 0.84% 23
2026
Q1 		$1.17M Sell
17,677
-745
-4% -$47.9K 0.9% 21
2025
Q4 		$1.07M Buy
18,422
+393
+2% +$23.7K 0.79% 26
2025
Q3 		$1.21M Buy
18,029
+17,429
+2,905% +$1.1M 0.95% 19
2025
Q2 		$35.2K Sell
600
-18,401
-97% -$1.08M 0.03% 95
2025
Q1 		$1.14M Buy
19,001
+1,068
+6% +$58.3K 1.05% 12
2024
Q4 		$927K Buy
+17,933
New +$955K 0.92% 22

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

Winnow Wealth's MO Position: Q2 2026 in Review

Winnow Wealth reduced its Altria Group (MO) stake by 3% in Q2 2026, selling an estimated $36.5K and leaving 17,154 shares worth $1.23M. The position accounts for 0.84% of the portfolio, ranked #23.

Winnow Wealth first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Winnow Wealth held 17,154 shares of Altria Group worth $1.23M as of Q2 2026.
  • Winnow Wealth sold 523 Altria Group shares in Q2 2026, an estimated $36.5K.
  • Altria Group made up 0.84% of Winnow Wealth's portfolio in Q2 2026, its #23 holding.
  • Winnow Wealth first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.