WMG Financial Advisors’s Altria Group MO Stock Holding History

WMG Financial 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	$223K	Sell	3,099 -355	-10%	-$24.8K	0.08%	90
2026 Q1	$228K	Sell	3,454 -2,151	-38%	-$138K	0.1%	83
2025 Q4	$323K	Sell	5,605 -635	-10%	-$38.3K	0.13%	80
2025 Q3	$412K	Buy	6,240 +459	+8%	+$29.1K	0.14%	104
2025 Q2	$339K	Sell	5,781 -7	-0.1%	-$411	0.13%	114
2025 Q1	$347K	Buy	5,788 +4	+0.1%	+$218	0.15%	97
2024 Q4	$302K	Buy	5,784 +5	+0.1%	+$266	0.13%	113
2024 Q3	$295K	Sell	5,779 -5	-0.1%	-$253	0.13%	115
2024 Q2	$263K	Buy	5,784 +229	+4%	+$10.2K	0.14%	116
2024 Q1	$242K	Buy	+5,555	New	+$230K	0.14%	117

Other funds holding MO

SLAM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

WMG Financial Advisors's MO Position: Q2 2026 in Review

WMG Financial Advisors reduced its Altria Group (MO) stake by 10% in Q2 2026, selling an estimated $24.8K and leaving 3,099 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #90.

WMG Financial Advisors first reported a position in MO in Q1 2024 and has held it in 10 quarters since. The position peaked at $412K in Q3 2025. 1,155 funds tracked by Wall St. Rank hold MO as of Q2 2026.

WMG Financial Advisors held 3,099 shares of Altria Group worth $223K as of Q2 2026.
WMG Financial Advisors sold 355 Altria Group shares in Q2 2026, an estimated $24.8K.
Altria Group made up 0.08% of WMG Financial Advisors's portfolio in Q2 2026, its #90 holding.
WMG Financial Advisors first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
WMG Financial Advisors's Altria Group position peaked at $412K in Q3 2025.
1,155 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.