ACA
MO icon

Aptus Capital Advisors’s Altria Group MO Stock Holding History

Aptus Capital Advisors’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
2020
Q1 		– Sell
-43,200
Closed -$2.16M – 489
2019
Q4 		$2.16M Buy
43,200
+7,800
+22% +$368K 0.15% 150
2019
Q3 		$1.45M Buy
+35,400
New +$1.63M 0.08% 145

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 $3.38T AUM 44.17% 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

Aptus Capital Advisors's MO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Altria Group (MO) stake by 3% in Q2 2026, buying an estimated $614K and bringing the position to 304,322 shares worth $21.9M. The position accounts for 0.15% of the portfolio, ranked #119.

Aptus Capital Advisors first reported a position in MO in Q4 2018 and has held it in 31 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Aptus Capital Advisors held 304,322 shares of Altria Group worth $21.9M as of Q2 2026.
  • Aptus Capital Advisors bought 8,795 Altria Group shares in Q2 2026, an estimated $614K.
  • Altria Group made up 0.15% of Aptus Capital Advisors's portfolio in Q2 2026, its #119 holding.
  • Aptus Capital Advisors first reported a position in Altria Group in Q4 2018 and has held it in 31 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.