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A4 Wealth Advisors’s Altria Group MO Stock Holding History

A4 Wealth 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 		– Sell
-3,146
Closed -$208K – 107
2026
Q1 		$208K Sell
3,146
-913
-22% -$58.7K 0.17% 96
2025
Q4 		$234K Sell
4,059
-1,319
-25% -$79.6K 0.2% 102
2025
Q3 		$355K Buy
+5,378
New +$341K 0.3% 90

Other funds holding MO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

A4 Wealth Advisors's MO Position: Q2 2026 in Review

A4 Wealth Advisors sold out of Altria Group (MO) in Q2 2026, closing a stake of 3,146 shares — an estimated $208K sold.

A4 Wealth Advisors first reported a position in MO in Q3 2025 and held it in 3 quarters. The position peaked at $355K in Q3 2025. 1,555 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • A4 Wealth Advisors reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 3,146 Altria Group shares in Q2 2026, an estimated $208K.
  • A4 Wealth Advisors first reported a position in Altria Group in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's Altria Group position peaked at $355K in Q3 2025.
  • 1,555 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.