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Avestar Capital’s Altria Group MO Stock Holding History

Avestar Capital’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 		$1.01M Buy
14,090
+224
+2% +$15.6K 0.06% 236
2026
Q1 		$915K Buy
13,866
+338
+2% +$21.7K 0.06% 242
2025
Q4 		$780K Buy
13,528
+639
+5% +$38.6K 0.05% 262
2025
Q3 		$859K Sell
12,889
-566
-4% -$35.9K 0.06% 247
2025
Q2 		$798K Buy
13,455
+3,953
+42% +$232K 0.05% 256
2025
Q1 		$570K Sell
9,502
-1,044
-10% -$57K 0.05% 266
2024
Q4 		$552K Buy
10,546
+923
+10% +$49.2K 0.05% 269
2024
Q3 		$491K Buy
9,623
+698
+8% +$35.3K 0.05% 257
2024
Q2 		$407K Buy
8,925
+2,050
+30% +$90.9K 0.04% 280
2024
Q1 		$300K Buy
+6,875
New +$285K 0.03% 339
2021
Q2 		– Sell
-7,896
Closed -$373K – 466
2021
Q1 		$373K Sell
7,896
-6,800
-46% -$305K 0.08% 212
2020
Q4 		$614K Sell
14,696
-1,634
-10% -$65.6K 0.17% 109
2020
Q3 		$630K Buy
16,330
+6,912
+73% +$288K 0.21% 103
2020
Q2 		$379K Buy
9,418
+3,258
+53% +$127K 0.17% 120
2020
Q1 		$243K Sell
6,160
-2,764
-31% -$123K 0.13% 135
2019
Q4 		$445K Sell
8,924
-929
-9% -$43.8K 0.25% 89
2019
Q3 		$403K Buy
9,853
+2,234
+29% +$103K 0.25% 84
2019
Q2 		$354K Buy
7,619
+81
+1% +$4.24K 0.22% 70
2019
Q1 		$425K Buy
7,538
+703
+10% +$35.9K 0.28% 65
2018
Q4 		$330K Sell
6,835
-602
-8% -$34.9K 0.23% 75
2018
Q3 		$439K Sell
7,437
-335
-4% -$19.9K 0.25% 62
2018
Q2 		$431K Sell
7,772
-69
-0.9% -$3.98K 0.27% 61
2018
Q1 		$478K Sell
7,841
-1,986
-20% -$132K 0.31% 51
2017
Q4 		$694K Buy
+9,827
New +$658K 0.52% 25

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Avestar Capital's MO Position: Q2 2026 in Review

Avestar Capital increased its Altria Group (MO) stake by 1.6% in Q2 2026, buying an estimated $15.6K and bringing the position to 14,090 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #236.

Avestar Capital first reported a position in MO in Q4 2017 and has held it in 24 quarters since. 1,225 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Avestar Capital held 14,090 shares of Altria Group worth $1.01M as of Q2 2026.
  • Avestar Capital bought 224 Altria Group shares in Q2 2026, an estimated $15.6K.
  • Altria Group made up 0.06% of Avestar Capital's portfolio in Q2 2026, its #236 holding.
  • Avestar Capital first reported a position in Altria Group in Q4 2017 and has held it in 24 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.