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Wiser Advisor Group’s Altria Group MO Stock Holding History

Wiser Advisor 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 		$18.1K Buy
252
+4
+2% +$279 0.02% 140
2026
Q1 		$16.4K Buy
248
+4
+2% +$257 0.02% 142
2025
Q4 		$14.1K Buy
244
+4
+2% +$242 0.02% 152
2025
Q3 		$15.9K Buy
+240
New +$15.2K 0.02% 151
2025
Q2 		– Sell
-232
Closed -$13.9K – 173
2025
Q1 		$13.9K Buy
232
+5
+2% +$273 0.02% 164
2024
Q4 		$11.9K Buy
227
+4
+2% +$213 0.02% 173
2024
Q3 		$11.4K Sell
223
-82
-27% -$4.14K 0.02% 178
2024
Q2 		$13.9K Buy
305
+8
+3% +$355 0.02% 171
2024
Q1 		$13K Buy
297
+6
+2% +$249 0.02% 171
2023
Q4 		$11.7K Buy
+291
New +$12K 0.02% 175

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

Wiser Advisor Group's MO Position: Q2 2026 in Review

Wiser Advisor Group increased its Altria Group (MO) stake by 1.6% in Q2 2026, buying an estimated $279 and bringing the position to 252 shares worth $18.1K. The position accounts for 0.02% of the portfolio, ranked #140.

Wiser Advisor Group first reported a position in MO in Q4 2023 and has held it in 10 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wiser Advisor Group held 252 shares of Altria Group worth $18.1K as of Q2 2026.
  • Wiser Advisor Group bought 4 Altria Group shares in Q2 2026, an estimated $279.
  • Altria Group made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #140 holding.
  • Wiser Advisor Group first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.