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B. Riley Wealth Advisors’s Altria Group MO Stock Holding History

B. Riley 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 		$1.39M Sell
18,832
-1,477
-7% -$103K 0.07% 232
2026
Q1 		$1.36M Sell
20,309
-2,762
-12% -$178K 0.09% 225
2025
Q4 		$1.33M Sell
23,071
-1,371
-6% -$82.8K 0.06% 284
2025
Q3 		$1.61M Sell
24,442
-3,629
-13% -$230K 0.07% 249
2025
Q2 		$1.65M Buy
+28,071
New +$1.65M 0.08% 247
2024
Q4 		$3.26M Sell
61,229
-3,366
-5% -$179K 0.11% 193
2024
Q3 		$3.34M Sell
64,595
-19,763
-23% -$999K 0.09% 214
2024
Q2 		$3.92M Sell
84,358
-7,436
-8% -$330K 0.1% 198
2024
Q1 		$3.95M Buy
91,794
+11,546
+14% +$479K 0.11% 191
2023
Q4 		$3.31M Sell
80,248
-11,546
-13% -$477K 0.09% 234
2023
Q3 		$3.95M Sell
91,794
-11,466
-11% -$507K 0.11% 191
2023
Q2 		$4.77M Sell
103,260
-2,365
-2% -$107K 0.11% 193
2023
Q1 		$4.8M Sell
105,625
-8,937
-8% -$411K 0.13% 181
2022
Q4 		$5.34M Buy
114,562
+1,269
+1% +$57.5K 0.15% 157
2022
Q3 		$4.58M Buy
113,293
+14,257
+14% +$622K 0.14% 166
2022
Q2 		$4.14M Sell
99,036
-7,614
-7% -$394K 0.17% 129
2022
Q1 		$5.57M Buy
106,650
+845
+0.8% +$43K 0.18% 119
2021
Q4 		$5.01M Buy
105,805
+902
+0.9% +$41.3K 0.14% 150
2021
Q3 		$4.79M Buy
104,903
+4,492
+4% +$217K 0.15% 148
2021
Q2 		$4.8M Sell
100,411
-10,112
-9% -$497K 0.16% 154
2021
Q1 		$5.6M Buy
110,523
+37,426
+51% +$1.68M 0.2% 118
2020
Q4 		$3M Sell
73,097
-29,876
-29% -$1.2M 0.16% 143
2020
Q3 		$3.98M Buy
102,973
+1,743
+2% +$72.5K 0.21% 108
2020
Q2 		$3.98M Sell
101,230
-223
-0.2% -$8.7K 0.27% 97
2020
Q1 		$3.92M Buy
101,453
+40,836
+67% +$1.81M 0.33% 70
2019
Q4 		$3.02M Buy
60,617
+3,195
+6% +$151K 0.26% 89
2019
Q3 		$2.35M Sell
57,422
-10,427
-15% -$480K 0.23% 94
2019
Q2 		$3.23M Buy
67,849
+2,213
+3% +$116K 0.35% 59
2019
Q1 		$3.75M Sell
65,636
-1,701
-3% -$86.9K 0.47% 46
2018
Q4 		$3.33M Buy
67,337
+1,690
+3% +$97.9K 0.47% 45
2018
Q3 		$3.96M Buy
65,647
+2,151
+3% +$128K 0.47% 49
2018
Q2 		$3.61M Buy
63,496
+2,381
+4% +$137K 0.48% 48
2018
Q1 		$3.81M Sell
61,115
-10,935
-15% -$724K 0.53% 39
2017
Q4 		$5.15M Buy
72,050
+20
+0% +$1.34K 0.7% 23
2017
Q3 		$4.57M Buy
72,030
+3,782
+6% +$252K 0.76% 28
2017
Q2 		$5.08M Buy
68,248
+619
+0.9% +$45.3K 0.92% 16
2017
Q1 		$4.83M Sell
67,629
-2,293
-3% -$166K 0.96% 15
2016
Q4 		$4.73M Sell
69,922
-8,313
-11% -$535K 0.96% 15
2016
Q3 		$4.4M Sell
78,235
-102
-0.1% -$6.78K 0.86% 15
2016
Q2 		$4.61M Sell
78,337
-3,390
-4% -$217K 0.92% 12
2016
Q1 		$4.39M Buy
81,727
+4,853
+6% +$293K 1.02% 9
2015
Q4 		$4.48M Buy
76,874
+12,517
+19% +$725K 0.91% 12
2015
Q3 		$3.5M Buy
64,357
+12,060
+23% +$647K 0.84% 15
2015
Q2 		$2.56M Sell
52,297
-1,933
-4% -$98K 0.64% 27
2015
Q1 		$2.71M Sell
54,230
-31,884
-37% -$1.69M 0.66% 24
2014
Q4 		$26K Buy
86,114
+28,579
+50% +$1.39M 0.56% 20
2014
Q3 		$2.64M Sell
57,535
-17,482
-23% -$749K 0.69% 24
2014
Q2 		$1.66M Buy
75,017
+38,021
+103% +$1.53M 0.39% 43
2014
Q1 		$1.39M Buy
36,996
+6,797
+23% +$247K 0.42% 43
2013
Q4 		$1.16M Sell
30,199
-517
-2% -$19.1K 0.37% 61
2013
Q3 		$1.05M Sell
30,716
-2,002
-6% -$70.5K 0.36% 62
2013
Q2 		$1.15M Buy
+32,718
New +$1.18M 0.39% 55

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's MO Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Altria Group (MO) stake by 7.3% in Q2 2026, selling an estimated $103K and leaving 18,832 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #232.

B. Riley Wealth Advisors first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.6M in Q1 2021. 906 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • B. Riley Wealth Advisors held 18,832 shares of Altria Group worth $1.39M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,477 Altria Group shares in Q2 2026, an estimated $103K.
  • Altria Group made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • B. Riley Wealth Advisors first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Altria Group position peaked at $5.6M in Q1 2021.
  • 906 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.