AdviceOne Advisory Services’s Altria Group MO Stock Holding History

AdviceOne Advisory Services’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	$243K	Buy	3,379 +1	+0%	+$70	0.14%	37
2026 Q1	$223K	Buy	+3,378	New	+$217K	0.13%	37
2025 Q4	–	Sell	-3,348	Closed	-$221K	–	41
2025 Q3	$221K	Buy	+3,348	New	+$212K	0.15%	34
2025 Q2	–	Sell	-3,334	Closed	-$200K	–	34
2025 Q1	$200K	Buy	+3,334	New	+$182K	0.16%	32

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

AdviceOne Advisory Services's MO Position: Q2 2026 in Review

AdviceOne Advisory Services increased its Altria Group (MO) stake by 0.03% in Q2 2026, buying an estimated $70 and bringing the position to 3,379 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #37.

AdviceOne Advisory Services first reported a position in MO in Q1 2025 and has held it in 4 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

AdviceOne Advisory Services held 3,379 shares of Altria Group worth $243K as of Q2 2026.
AdviceOne Advisory Services bought 1 Altria Group share in Q2 2026, an estimated $70.
Altria Group made up 0.14% of AdviceOne Advisory Services's portfolio in Q2 2026, its #37 holding.
AdviceOne Advisory Services first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.