Avestar Capital
MO icon

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
Q3 		$1.19M Buy
17,743
+3,653
+26% +$254K 0.09% 195
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% 258
2024
Q2 		$407K Buy
8,925
+2,050
+30% +$90.9K 0.04% 281
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Avestar Capital's MO Position: Q3 2026 in Review

Avestar Capital increased its Altria Group (MO) stake by 26% in Q3 2026, buying an estimated $254K and bringing the position to 17,743 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #195.

Avestar Capital first reported a position in MO in Q4 2017 and has held it in 25 quarters since. 2,223 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Avestar Capital held 17,743 shares of Altria Group worth $1.19M as of Q3 2026.
  • Avestar Capital bought 3,653 Altria Group shares in Q3 2026, an estimated $254K.
  • Altria Group made up 0.09% of Avestar Capital's portfolio in Q3 2026, its #195 holding.
  • Avestar Capital first reported a position in Altria Group in Q4 2017 and has held it in 25 quarters since.
  • 2,223 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.