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Alliance Wealth Advisors (Pennsylvania)’s Altria Group MO Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$423K Sell
5,881
-100
-2% -$6.98K 0.14% 104
2026
Q1 		$395K Hold
5,981
– – 0.17% 105
2025
Q4 		$345K Hold
5,981
– – 0.15% 111
2025
Q3 		$395K Sell
5,981
-136
-2% -$8.62K 0.18% 98
2025
Q2 		$359K Sell
6,117
-1,322
-18% -$77.6K 0.18% 102
2025
Q1 		$446K Buy
7,439
+136
+2% +$7.42K 0.25% 72
2024
Q4 		$382K Sell
7,303
-29
-0.4% -$1.54K 0.21% 87
2024
Q3 		$374K Sell
7,332
-15
-0.2% -$758 0.21% 87
2024
Q2 		$335K Sell
7,347
-1,261
-15% -$55.9K 0.21% 93
2024
Q1 		$375K Buy
8,608
+16
+0.2% +$663 0.24% 87
2023
Q4 		$347K Sell
8,592
-4,981
-37% -$206K 0.23% 89
2023
Q3 		$571K Hold
13,573
– – 0.41% 49
2023
Q2 		$615K Buy
13,573
+2,533
+23% +$115K 0.44% 49
2023
Q1 		$493K Buy
11,040
+549
+5% +$25.2K 0.37% 55
2022
Q4 		$480K Buy
10,491
+1,151
+12% +$52.1K 0.4% 55
2022
Q3 		$377K Sell
9,340
-51
-0.5% -$2.23K 0.35% 62
2022
Q2 		$392K Hold
9,391
– – 0.34% 67
2022
Q1 		$491K Sell
9,391
-445
-5% -$22.7K 0.41% 59
2021
Q4 		$466K Buy
9,836
+355
+4% +$16.3K 0.38% 64
2021
Q3 		$432K Sell
9,481
-233
-2% -$11.3K 0.38% 64
2021
Q2 		$463K Buy
9,714
+36
+0.4% +$1.77K 0.42% 61
2021
Q1 		$495K Sell
9,678
-154
-2% -$6.9K 0.49% 53
2020
Q4 		$403K Buy
+9,832
New +$395K 0.42% 59

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

Alliance Wealth Advisors (Pennsylvania)'s MO Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Altria Group (MO) stake by 1.7% in Q2 2026, selling an estimated $6.98K and leaving 5,881 shares worth $423K. The position accounts for 0.14% of the portfolio, ranked #104.

Alliance Wealth Advisors (Pennsylvania) first reported a position in MO in Q4 2020 and has held it in 23 quarters since. The position peaked at $615K in Q2 2023. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 5,881 shares of Altria Group worth $423K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 100 Altria Group shares in Q2 2026, an estimated $6.98K.
  • Altria Group made up 0.14% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #104 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Altria Group position peaked at $615K in Q2 2023.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.