Avantax Advisory Services’s Altria Group MO Stock Holding History

Avantax Advisory Services’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
2025 Q2	$17.2M	Buy	293,906 +17,612	+6%	+$1.03M	0.09%	166
2025 Q1	$16.6M	Buy	276,294 +13,053	+5%	+$713K	0.1%	153
2024 Q4	$13.8M	Buy	263,241 +11,756	+5%	+$626K	0.09%	172
2024 Q3	$12.8M	Buy	251,485 +9,229	+4%	+$466K	0.08%	176
2024 Q2	$11M	Buy	242,256 +137,262	+131%	+$6.09M	0.08%	188
2024 Q1	$4.58M	Sell	104,994 -9,576	-8%	-$397K	0.04%	323
2023 Q4	$4.62M	Sell	114,570 -10,164	-8%	-$420K	0.05%	296
2023 Q3	$5.25M	Sell	124,734 -268	-0.2%	-$11.8K	0.06%	246
2023 Q2	$5.66M	Sell	125,002 -4,531	-3%	-$205K	0.06%	227
2023 Q1	$5.78M	Buy	129,533 +9,579	+8%	+$440K	0.07%	219
2022 Q4	$5.48M	Buy	119,954 +6,606	+6%	+$299K	0.07%	205
2022 Q3	$4.58M	Buy	113,348 +5,217	+5%	+$228K	0.07%	216
2022 Q2	$4.52M	Buy	108,131 +17,582	+19%	+$910K	0.07%	217
2022 Q1	$4.74M	Buy	90,549 +11,669	+15%	+$594K	0.07%	220
2021 Q4	$3.74M	Buy	78,880 +3,644	+5%	+$167K	0.06%	245
2021 Q3	$3.43M	Buy	75,236 +11,819	+19%	+$571K	0.06%	246
2021 Q2	$3.02M	Buy	63,417 +6,090	+11%	+$299K	0.05%	254
2021 Q1	$2.93M	Buy	57,327 +7,714	+16%	+$346K	0.06%	231
2020 Q4	$2.03M	Sell	49,613 -100,762	-67%	-$4.05M	0.05%	268
2020 Q3	$5.83M	Buy	150,375 +103,665	+222%	+$4.31M	0.09%	184
2020 Q2	$1.84M	Sell	46,710 -1,667	-3%	-$65K	0.05%	231
2020 Q1	$1.88M	Sell	48,377 -10,294	-18%	-$457K	0.06%	202
2019 Q4	$2.93M	Buy	58,671 +9,002	+18%	+$425K	0.07%	164
2019 Q3	$2.03M	Buy	49,669 +1,465	+3%	+$67.4K	0.08%	128
2019 Q2	$2.28M	Buy	48,204 +736	+2%	+$38.5K	0.1%	102
2019 Q1	$2.73M	Buy	47,468 +2,535	+6%	+$130K	0.14%	80
2018 Q4	$2.26M	Buy	+44,933	New	+$2.6M	0.38%	68

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's MO Position: Q2 2025 in Review

Avantax Advisory Services increased its Altria Group (MO) stake by 6.4% in Q2 2025, buying an estimated $1.03M and bringing the position to 293,906 shares worth $17.2M. The position accounts for 0.09% of the portfolio, ranked #166.

Avantax Advisory Services first reported a position in MO in Q4 2018 and has held it in 27 quarters since. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

Avantax Advisory Services held 293,906 shares of Altria Group worth $17.2M as of Q2 2025.
Avantax Advisory Services bought 17,612 Altria Group shares in Q2 2025, an estimated $1.03M.
Altria Group made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #166 holding.
Avantax Advisory Services first reported a position in Altria Group in Q4 2018 and has held it in 27 quarters since.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.