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Wolff Financial Management’s Altria Group MO Stock Holding History

Wolff Financial 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 		$1.03M Buy
14,334
+2
+0% +$140 0.21% 46
2026
Q1 		$946K Buy
14,332
+3
+0% +$193 0.21% 43
2025
Q4 		$826K Sell
14,329
-222
-2% -$13.4K 0.19% 51
2025
Q3 		$961K Buy
14,551
+226
+2% +$14.3K 0.22% 44
2025
Q2 		$840K Buy
14,325
+103
+0.7% +$6.05K 0.22% 45
2025
Q1 		$854K Buy
14,222
+2
+0% +$109 0.24% 46
2024
Q4 		$744K Buy
14,220
+3
+0% +$160 0.21% 49
2024
Q3 		$726K Buy
14,217
+3
+0% +$152 0.2% 50
2024
Q2 		$647K Buy
14,214
+2
+0% +$89 0.48% 24
2024
Q1 		$620K Buy
14,212
+3
+0% +$124 0.18% 57
2023
Q4 		$573K Buy
14,209
+3
+0% +$124 0.18% 59
2023
Q3 		$597K Buy
14,206
+3
+0% +$133 0.2% 55
2023
Q2 		$643K Buy
14,203
+2
+0% +$91 0.56% 21
2023
Q1 		$634K Buy
14,201
+2
+0% +$92 0.22% 56
2022
Q4 		$649K Buy
14,199
+3
+0% +$136 0.24% 57
2022
Q3 		$573K Buy
14,196
+2
+0% +$87 0.26% 56
2022
Q2 		$593K Buy
14,194
+176
+1% +$9.11K 0.26% 56
2022
Q1 		$732K Sell
14,018
-173
-1% -$8.81K 0.29% 54
2021
Q4 		$672K Buy
14,191
+2
+0% +$92 0.25% 59
2021
Q3 		$646K Buy
+14,189
New +$685K 0.56% 19
2021
Q1 		$726K Buy
14,185
+2
+0% +$90 0.33% 49
2020
Q4 		$582K Buy
14,183
+2
+0% +$80 0.31% 53
2020
Q3 		$548K Sell
14,181
-81
-0.6% -$3.37K 0.33% 51
2020
Q2 		$560K Buy
14,262
+3
+0% +$117 0.36% 51
2020
Q1 		$551K Buy
14,259
+4
+0% +$178 0.42% 47
2019
Q4 		$712K Buy
14,255
+3
+0% +$142 0.47% 43
2019
Q3 		$583K Sell
14,252
-348
-2% -$16K 0.43% 46
2019
Q2 		$691K Buy
14,600
+2
+0% +$105 0.53% 40
2019
Q1 		$838K Buy
14,598
+3
+0% +$153 0.7% 31
2018
Q4 		$721K Buy
+14,595
New +$846K 0.7% 32

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

Wolff Financial Management's MO Position: Q2 2026 in Review

Wolff Financial Management increased its Altria Group (MO) stake by 0.01% in Q2 2026, buying an estimated $140 and bringing the position to 14,334 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #46.

Wolff Financial Management first reported a position in MO in Q4 2018 and has held it in 30 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Wolff Financial Management held 14,334 shares of Altria Group worth $1.03M as of Q2 2026.
  • Wolff Financial Management bought 2 Altria Group shares in Q2 2026, an estimated $140.
  • Altria Group made up 0.21% of Wolff Financial Management's portfolio in Q2 2026, its #46 holding.
  • Wolff Financial Management first reported a position in Altria Group in Q4 2018 and has held it in 30 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.