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Accordant Advisory Group’s Altria Group MO Stock Holding History

Accordant Advisory Group’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
Q1 		$33K Sell
500
-100
-17% -$6.43K 0.02% 106
2025
Q4 		$34.6K Hold
600
– – 0.02% 94
2025
Q3 		$39.6K Hold
600
– – 0.03% 94
2025
Q2 		$35.2K Sell
600
-25
-4% -$1.47K 0.03% 95
2025
Q1 		$37.5K Hold
625
– – 0.04% 74
2024
Q4 		$32.7K Hold
625
– – 0.03% 82
2024
Q3 		$31.9K Buy
625
+25
+4% +$1.26K 0.03% 86
2024
Q2 		$27.3K Hold
600
– – 0.03% 96
2024
Q1 		$26.2K Buy
+600
New +$24.9K 0.02% 146

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accordant Advisory Group's MO Position: Q1 2026 in Review

Accordant Advisory Group reduced its Altria Group (MO) stake by 17% in Q1 2026, selling an estimated $6.43K and leaving 500 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #106.

Accordant Advisory Group first reported a position in MO in Q1 2024 and has held it in 9 quarters since. The position peaked at $39.6K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Accordant Advisory Group held 500 shares of Altria Group worth $33K as of Q1 2026.
  • Accordant Advisory Group sold 100 Altria Group shares in Q1 2026, an estimated $6.43K.
  • Altria Group made up 0.02% of Accordant Advisory Group's portfolio in Q1 2026, its #106 holding.
  • Accordant Advisory Group first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Altria Group position peaked at $39.6K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.