Xcel Wealth Management’s Altria Group MO Stock Holding History

Xcel Wealth 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	$1.01M	Buy	14,007 +2,003	+17%	+$140K	0.24%	75
2026 Q1	$792K	Buy	12,004 +2,429	+25%	+$156K	0.22%	78
2025 Q4	$552K	Buy	9,575 +553	+6%	+$33.4K	0.14%	95
2025 Q3	$596K	Buy	9,022 +1,554	+21%	+$98.5K	0.15%	91
2025 Q2	$438K	Buy	7,468 +2,784	+59%	+$164K	0.12%	98
2025 Q1	$281K	Buy	4,684 +100	+2%	+$5.46K	0.09%	116
2024 Q4	$240K	Buy	4,584 +16	+0.4%	+$852	0.07%	121
2024 Q3	$233K	Buy	+4,568	New	+$231K	0.07%	118
2023 Q3	–	Sell	-9,638	Closed	-$437K	–	123
2023 Q2	$437K	Sell	9,638 -50	-0.5%	-$2.27K	0.14%	94
2023 Q1	$432K	Buy	9,688 +1,025	+12%	+$47.1K	0.15%	92
2022 Q4	$396K	Hold	8,663	–	–	0.16%	88
2022 Q3	$350K	Buy	8,663 +300	+4%	+$13.1K	0.13%	95
2022 Q2	$349K	Buy	8,363 +1,859	+29%	+$96.3K	0.13%	93
2022 Q1	$340K	Buy	6,504 +1,095	+20%	+$55.8K	0.09%	116
2021 Q4	$256K	Buy	+5,409	New	+$248K	0.07%	131

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Xcel Wealth Management's MO Position: Q2 2026 in Review

Xcel Wealth Management increased its Altria Group (MO) stake by 17% in Q2 2026, buying an estimated $140K and bringing the position to 14,007 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #75.

Xcel Wealth Management first reported a position in MO in Q4 2021 and has held it in 15 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Xcel Wealth Management held 14,007 shares of Altria Group worth $1.01M as of Q2 2026.
Xcel Wealth Management bought 2,003 Altria Group shares in Q2 2026, an estimated $140K.
Altria Group made up 0.24% of Xcel Wealth Management's portfolio in Q2 2026, its #75 holding.
Xcel Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 15 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.