AWA
MO icon

Arkadios Wealth Advisors’s Altria Group MO Stock Holding History

Arkadios Wealth 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
2026
Q2 		$11.7M Sell
163,015
-15,707
-9% -$1.1M 0.18% 123
2026
Q1 		$11.8M Buy
178,722
+23,725
+15% +$1.53M 0.19% 114
2025
Q4 		$8.94M Buy
154,997
+9,300
+6% +$562K 0.17% 131
2025
Q3 		$9.62M Buy
145,697
+1,335
+0.9% +$84.6K 0.23% 92
2025
Q2 		$8.46M Buy
144,362
+47,093
+48% +$2.77M 0.25% 79
2025
Q1 		$5.84M Buy
97,269
+14,935
+18% +$815K 0.22% 103
2024
Q4 		$4.31M Buy
82,334
+158
+0.2% +$8.42K 0.23% 92
2024
Q3 		$4.19M Buy
82,176
+2,565
+3% +$130K 0.24% 97
2024
Q2 		$3.63M Buy
79,611
+39,622
+99% +$1.76M 0.24% 86
2024
Q1 		$1.74M Buy
39,989
+5,191
+15% +$215K 0.14% 162
2023
Q4 		$1.4M Buy
34,798
+1,393
+4% +$57.6K 0.12% 176
2023
Q3 		$1.4M Buy
33,405
+19,634
+143% +$867K 0.13% 167
2023
Q2 		$624K Buy
13,771
+2,129
+18% +$96.4K 0.07% 260
2023
Q1 		$519K Buy
11,642
+3,581
+44% +$165K 0.06% 292
2022
Q4 		$368K Sell
8,061
-828
-9% -$37.5K 0.05% 349
2022
Q3 		$359K Sell
8,889
-207
-2% -$9.03K 0.05% 341
2022
Q2 		$380K Sell
9,096
-1,121
-11% -$58K 0.06% 341
2022
Q1 		$534K Sell
10,217
-3,872
-27% -$197K 0.07% 302
2021
Q4 		$668K Sell
14,089
-13,300
-49% -$609K 0.09% 263
2021
Q3 		$1.25M Buy
27,389
+19,768
+259% +$955K 0.18% 131
2021
Q2 		$363K Sell
7,621
-21,476
-74% -$1.06M 0.04% 404
2021
Q1 		$1.49M Buy
29,097
+25,435
+695% +$1.14M 0.25% 105
2020
Q4 		$150K Buy
3,662
+1,880
+105% +$75.5K 0.03% 366
2020
Q3 		$70.5K Sell
1,782
-999
-36% -$41.6K 0.04% 348
2020
Q2 		$114K Buy
2,781
+351
+14% +$13.7K 0.06% 236
2020
Q1 		$94K Sell
2,430
-45
-2% -$2K 0.06% 241
2019
Q4 		$113K Buy
+2,475
New +$117K 0.07% 214

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

Arkadios Wealth Advisors's MO Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Altria Group (MO) stake by 8.8% in Q2 2026, selling an estimated $1.1M and leaving 163,015 shares worth $11.7M. The position accounts for 0.18% of the portfolio, ranked #123.

Arkadios Wealth Advisors first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.8M in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Arkadios Wealth Advisors held 163,015 shares of Altria Group worth $11.7M as of Q2 2026.
  • Arkadios Wealth Advisors sold 15,707 Altria Group shares in Q2 2026, an estimated $1.1M.
  • Altria Group made up 0.18% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Arkadios Wealth Advisors first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Altria Group position peaked at $11.8M in Q1 2026.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.