AAS
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Ameritas Advisory Services’s Altria Group MO Stock Holding History

Ameritas Advisory Services’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 		$4.38M Buy
60,861
+12,464
+26% +$870K 0.09% 219
2026
Q1 		$3.19M Sell
48,397
-7,921
-14% -$510K 0.12% 158
2025
Q4 		$3.25M Buy
56,318
+37,477
+199% +$2.26M 0.12% 158
2025
Q3 		$1.24M Sell
18,841
-14,896
-44% -$944K 0.08% 211
2025
Q2 		$1.98M Sell
33,737
-9,170
-21% -$539K 0.1% 193
2025
Q1 		$2.43M Sell
42,907
-391
-0.9% -$21.3K 0.1% 200
2024
Q4 		$2.26M Sell
43,298
-177
-0.4% -$9.43K 0.08% 230
2024
Q3 		$2.22M Buy
43,475
+1,904
+5% +$96.2K 0.1% 204
2024
Q2 		$1.89M Sell
41,571
-2,962
-7% -$131K 0.07% 265
2024
Q1 		$1.95M Buy
44,533
+8,036
+22% +$333K 0.08% 238
2023
Q4 		$1.48M Sell
36,497
-8,177
-18% -$338K 0.08% 219
2023
Q3 		$1.9M Buy
44,674
+25,458
+132% +$1.12M 0.09% 213
2023
Q2 		$884K Sell
19,216
-20,373
-51% -$923K 0.11% 200
2023
Q1 		$1.81M Sell
39,589
-13,843
-26% -$636K 0.09% 211
2022
Q4 		$2.44M Buy
53,432
+11,428
+27% +$518K 0.11% 186
2022
Q3 		$1.7M Buy
42,004
+1,643
+4% +$71.7K 0.1% 198
2022
Q2 		$1.69M Buy
40,361
+1,495
+4% +$77.4K 0.1% 204
2022
Q1 		$2.03M Buy
38,866
+209
+0.5% +$10.6K 0.07% 208
2021
Q4 		$1.83M Buy
+38,657
New +$1.77M 0.07% 234

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

Ameritas Advisory Services's MO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Altria Group (MO) stake by 26% in Q2 2026, buying an estimated $870K and bringing the position to 60,861 shares worth $4.38M. The position accounts for 0.09% of the portfolio, ranked #219.

Ameritas Advisory Services first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,560 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Ameritas Advisory Services held 60,861 shares of Altria Group worth $4.38M as of Q2 2026.
  • Ameritas Advisory Services bought 12,464 Altria Group shares in Q2 2026, an estimated $870K.
  • Altria Group made up 0.09% of Ameritas Advisory Services's portfolio in Q2 2026, its #219 holding.
  • Ameritas Advisory Services first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 2,560 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.