AA
MO icon

Advisory Alpha’s Altria Group MO Stock Holding History

Advisory Alpha’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 		$213K Buy
+2,955
New +$206K 0.01% 548
2025
Q4 		– Sell
-12,468
Closed -$820K – 540
2025
Q3 		$820K Buy
12,468
+705
+6% +$44.7K 0.02% 213
2025
Q2 		$690K Buy
11,763
+382
+3% +$22.4K 0.02% 222
2025
Q1 		$683K Buy
11,381
+176
+2% +$9.61K 0.02% 206
2024
Q4 		$586K Sell
11,205
-310
-3% -$16.5K 0.02% 212
2024
Q3 		$588K Sell
11,515
-606
-5% -$30.6K 0.02% 210
2024
Q2 		$552K Buy
12,121
+13
+0.1% +$577 0.02% 200
2024
Q1 		$528K Buy
12,108
+724
+6% +$30K 0.02% 208
2023
Q4 		$459K Sell
11,384
-573
-5% -$23.7K 0.02% 207
2023
Q3 		$503K Sell
11,957
-3,143
-21% -$139K 0.03% 193
2023
Q2 		$684K Buy
15,100
+2,088
+16% +$94.6K 0.04% 192
2023
Q1 		$581K Sell
13,012
-5,020
-28% -$231K 0.04% 168
2022
Q4 		$824K Buy
+18,032
New +$817K 0.06% 122
2022
Q3 		– Sell
-15,552
Closed -$650K – 252
2022
Q2 		$650K Hold
15,552
– – 0.05% 127
2022
Q1 		$813K Sell
15,552
-4,129
-21% -$210K 0.05% 131
2021
Q4 		$933K Buy
19,681
+1,108
+6% +$50.8K 0.05% 127
2021
Q3 		$845K Buy
18,573
+137
+0.7% +$6.62K 0.06% 125
2021
Q2 		$879K Sell
18,436
-99
-0.5% -$4.86K 0.07% 100
2021
Q1 		$948K Sell
18,535
-84
-0.5% -$3.76K 0.1% 80
2020
Q4 		$763K Buy
18,619
+73
+0.4% +$2.93K 0.16% 40
2020
Q3 		$752K Buy
18,546
+400
+2% +$16.6K 0.16% 41
2020
Q2 		$780K Sell
18,146
-827
-4% -$32.3K 0.17% 50
2020
Q1 		$730K Buy
18,973
+670
+4% +$29.7K 0.2% 47
2019
Q4 		$929K Sell
18,303
-15
-0.1% -$708 0.23% 55
2019
Q3 		$778K Buy
18,318
+13,979
+322% +$643K 0.23% 53
2019
Q2 		$219K Buy
4,339
+77
+2% +$4.03K 0.07% 110
2019
Q1 		$222K Buy
+4,262
New +$218K 0.08% 101

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

Advisory Alpha's MO Position: Q2 2026 in Review

Advisory Alpha opened a new position in Altria Group (MO) in Q2 2026: 2,955 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Advisory Alpha previously reported a position in MO as recently as Q3 2025.

Advisory Alpha first reported a position in MO in Q1 2019 and has held it in 27 quarters since. The position peaked at $948K in Q1 2021. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Advisory Alpha held 2,955 shares of Altria Group worth $213K as of Q2 2026.
  • Altria Group was a new Advisory Alpha position in Q2 2026.
  • Altria Group made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #548 holding.
  • Advisory Alpha first reported a position in Altria Group in Q1 2019 and has held it in 27 quarters since.
  • Advisory Alpha's Altria Group position peaked at $948K in Q1 2021.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.