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Yoder Wealth Management’s Altria Group MO Stock Holding History

Yoder 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 		$239K Buy
3,320
+36
+1% +$2.51K 0.09% 118
2026
Q1 		$217K Buy
+3,284
New +$211K 0.1% 117
2025
Q4 		– Sell
-3,284
Closed -$217K – 121
2025
Q3 		$217K Sell
3,284
-150
-4% -$9.5K 0.1% 111
2025
Q2 		$201K Hold
3,434
– – 0.1% 110
2025
Q1 		$206K Buy
+3,434
New +$187K 0.12% 107

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

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

Yoder Wealth Management increased its Altria Group (MO) stake by 1.1% in Q2 2026, buying an estimated $2.51K and bringing the position to 3,320 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #118.

Yoder Wealth Management first reported a position in MO in Q1 2025 and has held it in 5 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Yoder Wealth Management held 3,320 shares of Altria Group worth $239K as of Q2 2026.
  • Yoder Wealth Management bought 36 Altria Group shares in Q2 2026, an estimated $2.51K.
  • Altria Group made up 0.09% of Yoder Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Yoder Wealth Management first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.