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Advyzon Investment Management’s Altria Group MO Stock Holding History

Advyzon Investment Management’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 		$1.55M Buy
21,561
+5,581
+35% +$390K 0.11% 174
2026
Q1 		$1.05M Buy
15,980
+274
+2% +$17.6K 0.09% 216
2025
Q4 		$906K Buy
15,706
+4,811
+44% +$290K 0.11% 195
2025
Q3 		$720K Buy
10,895
+4,499
+70% +$285K 0.12% 163
2025
Q2 		$375K Buy
6,396
+1,077
+20% +$63.3K 0.08% 220
2025
Q1 		$319K Buy
+5,319
New +$290K 0.11% 169

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

Advyzon Investment Management's MO Position: Q2 2026 in Review

Advyzon Investment Management increased its Altria Group (MO) stake by 35% in Q2 2026, buying an estimated $390K and bringing the position to 21,561 shares worth $1.55M. The position accounts for 0.11% of the portfolio, ranked #174.

Advyzon Investment Management first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Advyzon Investment Management held 21,561 shares of Altria Group worth $1.55M as of Q2 2026.
  • Advyzon Investment Management bought 5,581 Altria Group shares in Q2 2026, an estimated $390K.
  • Altria Group made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #174 holding.
  • Advyzon Investment Management first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.