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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aptus Capital Advisors's MO Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Altria Group (MO) stake by 1.2% in Q1 2026, selling an estimated $230K and leaving 295,527 shares worth $19.5M. The position accounts for 0.15% of the portfolio, ranked #121.

Aptus Capital Advisors first reported a position in MO in Q4 2018 and has held it in 30 quarters since. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Aptus Capital Advisors held 295,527 shares of Altria Group worth $19.5M as of Q1 2026.
  • Aptus Capital Advisors sold 3,572 Altria Group shares in Q1 2026, an estimated $230K.
  • Altria Group made up 0.15% of Aptus Capital Advisors's portfolio in Q1 2026, its #121 holding.
  • Aptus Capital Advisors first reported a position in Altria Group in Q4 2018 and has held it in 30 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.