AC
MO icon

Apella Capital’s Altria Group MO Stock Holding History

Apella Capital’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 		$2.07M Buy
28,418
+72
+0.3% +$5.03K 0.03% 257
2026
Q1 		$1.82M Buy
28,346
+18,351
+184% +$1.18M 0.03% 270
2025
Q4 		$576K Sell
9,995
-35
-0.3% -$2.11K 0.01% 338
2025
Q3 		$645K Sell
10,030
-526
-5% -$33.3K 0.01% 296
2025
Q2 		$636K Buy
10,556
+2,617
+33% +$154K 0.02% 267
2025
Q1 		$447K Buy
7,939
+3,527
+80% +$193K 0.02% 263
2024
Q4 		$231K Sell
4,412
-158
-3% -$8.42K 0.01% 316
2024
Q3 		$231K Buy
4,570
+16
+0.4% +$809 0.01% 301
2024
Q2 		$213K Buy
+4,554
New +$202K 0.01% 294

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Apella Capital's MO Position: Q2 2026 in Review

Apella Capital increased its Altria Group (MO) stake by 0.25% in Q2 2026, buying an estimated $5.03K and bringing the position to 28,418 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #257.

Apella Capital first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Apella Capital held 28,418 shares of Altria Group worth $2.07M as of Q2 2026.
  • Apella Capital bought 72 Altria Group shares in Q2 2026, an estimated $5.03K.
  • Altria Group made up 0.03% of Apella Capital's portfolio in Q2 2026, its #257 holding.
  • Apella Capital first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
  • 583 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.