AO
MO icon

Advisor OS’s Altria Group MO Stock Holding History

Advisor OS’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 		$792K Sell
11,001
-2,328
-17% -$162K 0.05% 236
2026
Q1 		$880K Buy
13,329
+826
+7% +$53.1K 0.06% 200
2025
Q4 		$721K Sell
12,503
-842
-6% -$50.8K 0.06% 212
2025
Q3 		$882K Buy
13,345
+2,325
+21% +$147K 0.08% 170
2025
Q2 		$646K Buy
11,020
+778
+8% +$45.7K 0.06% 212
2025
Q1 		$615K Sell
10,242
-158
-2% -$8.63K 0.07% 202
2024
Q4 		$544K Buy
10,400
+264
+3% +$14.1K 0.06% 210
2024
Q3 		$517K Buy
10,136
+793
+8% +$40.1K 0.05% 249
2024
Q2 		$426K Buy
9,343
+113
+1% +$5.01K 0.05% 253
2024
Q1 		$403K Buy
9,230
+2,033
+28% +$84.3K 0.05% 266
2023
Q4 		$290K Buy
7,197
+624
+9% +$25.8K 0.04% 264
2023
Q3 		$276K Buy
6,573
+908
+16% +$40.1K 0.04% 242
2023
Q2 		$257K Buy
5,665
+1,128
+25% +$51.1K 0.04% 258
2023
Q1 		$202K Sell
4,537
-144
-3% -$6.62K 0.05% 235
2022
Q4 		$214K Buy
+4,681
New +$212K 0.06% 202
2022
Q2 		– Sell
-3,868
Closed -$202K – 207
2022
Q1 		$202K Sell
3,868
-345
-8% -$17.6K 0.06% 195
2021
Q4 		$200K Buy
+4,213
New +$193K 0.04% 238
2021
Q2 		– Sell
-3,938
Closed -$201K – 229
2021
Q1 		$201K Buy
+3,938
New +$176K 0.05% 194

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

Advisor OS's MO Position: Q2 2026 in Review

Advisor OS reduced its Altria Group (MO) stake by 17% in Q2 2026, selling an estimated $162K and leaving 11,001 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #236.

Advisor OS first reported a position in MO in Q1 2021 and has held it in 18 quarters since. The position peaked at $882K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Advisor OS held 11,001 shares of Altria Group worth $792K as of Q2 2026.
  • Advisor OS sold 2,328 Altria Group shares in Q2 2026, an estimated $162K.
  • Altria Group made up 0.05% of Advisor OS's portfolio in Q2 2026, its #236 holding.
  • Advisor OS first reported a position in Altria Group in Q1 2021 and has held it in 18 quarters since.
  • Advisor OS's Altria Group position peaked at $882K in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.