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Yarger Wealth Strategies’s Altria Group MO Stock Holding History

Yarger Wealth Strategies’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 		$643K Buy
8,959
+418
+5% +$29.2K 0.23% 72
2026
Q1 		$564K Hold
8,541
– – 0.23% 69
2025
Q4 		$492K Buy
8,541
+243
+3% +$14.7K 0.21% 71
2025
Q3 		$548K Buy
8,298
+267
+3% +$16.9K 0.25% 65
2025
Q2 		$471K Buy
8,031
+301
+4% +$17.7K 0.25% 61
2025
Q1 		$464K Buy
7,730
+127
+2% +$6.93K 0.27% 56
2024
Q4 		$398K Buy
7,603
+223
+3% +$11.9K 0.23% 57
2024
Q3 		$377K Buy
7,380
+201
+3% +$10.2K 0.21% 58
2024
Q2 		$327K Buy
7,179
+179
+3% +$7.94K 0.2% 64
2024
Q1 		$305K Buy
7,000
+175
+3% +$7.26K 0.21% 60
2023
Q4 		$275K Buy
6,825
+152
+2% +$6.29K 0.22% 54
2023
Q3 		$281K Buy
6,673
+112
+2% +$4.95K 0.24% 51
2023
Q2 		$297K Buy
6,561
+204
+3% +$9.24K 0.27% 50
2023
Q1 		$284K Buy
6,357
+126
+2% +$5.79K 0.31% 43
2022
Q4 		$285K Buy
6,231
+134
+2% +$6.07K 0.35% 39
2022
Q3 		$246K Buy
6,097
+129
+2% +$5.63K 0.33% 43
2022
Q2 		$248K Buy
5,968
+95
+2% +$4.92K 0.32% 44
2022
Q1 		$307K Buy
5,873
+106
+2% +$5.4K 0.4% 39
2021
Q4 		$273K Buy
+5,767
New +$264K 0.29% 42

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

Yarger Wealth Strategies's MO Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Altria Group (MO) stake by 4.9% in Q2 2026, buying an estimated $29.2K and bringing the position to 8,959 shares worth $643K. The position accounts for 0.23% of the portfolio, ranked #72.

Yarger Wealth Strategies first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Yarger Wealth Strategies held 8,959 shares of Altria Group worth $643K as of Q2 2026.
  • Yarger Wealth Strategies bought 418 Altria Group shares in Q2 2026, an estimated $29.2K.
  • Altria Group made up 0.23% of Yarger Wealth Strategies's portfolio in Q2 2026, its #72 holding.
  • Yarger Wealth Strategies first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.