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AdvisorShares Investments’s Altria Group MO Stock Holding History

AdvisorShares Investments’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 		$345K Sell
4,796
-200
-4% -$14K 0.04% 226
2026
Q1 		$330K Buy
4,996
+1,500
+43% +$96.5K 0.06% 209
2025
Q4 		$202K Sell
3,496
-2,228
-39% -$135K 0.03% 226
2025
Q3 		$378K Sell
5,724
-7,801
-58% -$494K 0.06% 207
2025
Q2 		$793K Sell
13,525
-1,517
-10% -$89.1K 0.14% 81
2025
Q1 		$884K Buy
15,042
+5,542
+58% +$303K 0.17% 65
2024
Q4 		$497K Buy
9,500
+700
+8% +$37.3K 0.1% 112
2024
Q3 		$449K Sell
8,800
-1,675
-16% -$84.7K 0.09% 174
2024
Q2 		$482K Buy
10,475
+1,093
+12% +$48.5K 0.08% 123
2024
Q1 		$409K Sell
9,382
-1,610
-15% -$66.8K 0.07% 189
2023
Q4 		$443K Sell
10,992
-109
-1% -$4.51K 0.1% 156
2023
Q3 		$467K Buy
11,101
+9,211
+487% +$407K 0.12% 61
2023
Q2 		$85.6K Buy
1,890
+140
+8% +$6.34K 0.02% 237
2023
Q1 		$78.1K Hold
1,750
– – 0.02% 231
2022
Q4 		$80K Sell
1,750
-168
-9% -$7.61K 0.02% 252
2022
Q3 		$77K Hold
1,918
– – 0.02% 259
2022
Q2 		$80K Sell
1,918
-112
-6% -$5.8K 0.02% 175
2022
Q1 		$106K Hold
2,030
– – 0.02% 194
2021
Q4 		$96K Sell
2,030
-500
-20% -$22.9K 0.01% 171
2021
Q3 		$115K Sell
2,530
-140
-5% -$6.76K 0.02% 170
2021
Q2 		$127K Hold
2,670
– – 0.02% 174
2021
Q1 		$137K Sell
2,670
-1,508
-36% -$67.6K 0.02% 138
2020
Q4 		$171K Sell
4,178
-299
-7% -$12K 0.04% 129
2020
Q3 		$173 Sell
4,477
-298
-6% -$12.4K 0.01% 121
2020
Q2 		$187K Sell
4,775
-596
-11% -$23.3K 0.08% 114
2020
Q1 		$208K Sell
5,371
-1,349
-20% -$59.9K 0.18% 72
2019
Q4 		$335K Buy
+6,720
New +$317K 0.21% 116

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

AdvisorShares Investments's MO Position: Q2 2026 in Review

AdvisorShares Investments reduced its Altria Group (MO) stake by 4% in Q2 2026, selling an estimated $14K and leaving 4,796 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #226.

AdvisorShares Investments first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $884K in Q1 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • AdvisorShares Investments held 4,796 shares of Altria Group worth $345K as of Q2 2026.
  • AdvisorShares Investments sold 200 Altria Group shares in Q2 2026, an estimated $14K.
  • Altria Group made up 0.04% of AdvisorShares Investments's portfolio in Q2 2026, its #226 holding.
  • AdvisorShares Investments first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • AdvisorShares Investments's Altria Group position peaked at $884K in Q1 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.