Advisor Resource Council’s Altria Group MO Stock Holding History

Advisor Resource Council’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	$238K	Buy	3,315 +105	+3%	+$7.33K	0.07%	234
2026 Q1	$212K	Buy	+3,210	New	+$207K	0.07%	217
2025 Q2	–	Sell	-17,508	Closed	-$988K	–	426
2025 Q1	$988K	Buy	+17,508	New	+$956K	0.08%	254
2024 Q1	–	Sell	-12,426	Closed	-$501K	–	398
2023 Q4	$501K	Buy	+12,426	New	+$514K	0.06%	268
2022 Q3	–	Sell	-12,930	Closed	-$540K	–	359
2022 Q2	$540K	Buy	+12,930	New	+$670K	0.05%	276
2022 Q1	–	Sell	-10,211	Closed	-$484K	–	407
2021 Q4	$484K	Buy	+10,211	New	+$468K	0.04%	334
2021 Q3	–	Sell	-7,386	Closed	-$353K	–	374
2021 Q2	$353K	Buy	+7,386	New	+$363K	0.04%	371

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

Advisor Resource Council's MO Position: Q2 2026 in Review

Advisor Resource Council increased its Altria Group (MO) stake by 3.3% in Q2 2026, buying an estimated $7.33K and bringing the position to 3,315 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #234.

Advisor Resource Council first reported a position in MO in Q2 2021 and has held it in 7 quarters since. The position peaked at $988K in Q1 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Advisor Resource Council held 3,315 shares of Altria Group worth $238K as of Q2 2026.
Advisor Resource Council bought 105 Altria Group shares in Q2 2026, an estimated $7.33K.
Altria Group made up 0.07% of Advisor Resource Council's portfolio in Q2 2026, its #234 holding.
Advisor Resource Council first reported a position in Altria Group in Q2 2021 and has held it in 7 quarters since.
Advisor Resource Council's Altria Group position peaked at $988K in Q1 2025.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.