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AssuredPartners Investment Advisors’s Altria Group MO Stock Holding History

AssuredPartners Investment 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 		$239K Buy
3,325
+83
+3% +$5.79K 0.02% 373
2026
Q1 		$216K Buy
+3,242
New +$209K 0.02% 375

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

AssuredPartners Investment Advisors's MO Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Altria Group (MO) stake by 2.6% in Q2 2026, buying an estimated $5.79K and bringing the position to 3,325 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #373.

AssuredPartners Investment Advisors first reported a position in MO in Q1 2026 and has held it in 2 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • AssuredPartners Investment Advisors held 3,325 shares of Altria Group worth $239K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 83 Altria Group shares in Q2 2026, an estimated $5.79K.
  • Altria Group made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #373 holding.
  • AssuredPartners Investment Advisors first reported a position in Altria Group in Q1 2026 and has held it in 2 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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