Benchmark Financial Wealth Advisors’s Altria Group MO Stock Holding History

Benchmark Financial 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	$1.34M	Buy	18,606 +60	+0.3%	+$4.19K	0.33%	46
2026 Q1	$1.22M	Buy	18,546 +1,277	+7%	+$82.2K	0.34%	42
2025 Q4	$996K	Buy	17,269 +1,670	+11%	+$101K	0.29%	48
2025 Q3	$1.03M	Buy	15,599 +126	+0.8%	+$7.98K	0.31%	47
2025 Q2	$907K	Buy	15,473 +623	+4%	+$36.6K	0.3%	48
2025 Q1	$891K	Buy	14,850 +1,176	+9%	+$64.2K	0.34%	42
2024 Q4	$715K	Buy	13,674 +910	+7%	+$48.5K	0.23%	49
2024 Q3	$651K	Buy	12,764 +1,239	+11%	+$62.6K	0.22%	51
2024 Q2	$525K	Buy	11,525 +1,737	+18%	+$77.1K	0.19%	50
2024 Q1	$427K	Buy	9,788 +1,794	+22%	+$74.4K	0.16%	54
2023 Q4	$322K	Buy	7,994 +1,027	+15%	+$42.5K	0.14%	61
2023 Q3	$293K	Buy	6,967 +686	+11%	+$30.3K	0.14%	52
2023 Q2	$285K	Buy	6,281 +48	+0.8%	+$2.17K	0.13%	57
2023 Q1	$278K	Buy	6,233 +66	+1%	+$3.03K	0.14%	54
2022 Q4	$282K	Buy	+6,167	New	+$279K	0.15%	56

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Benchmark Financial Wealth Advisors's MO Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Altria Group (MO) stake by 0.32% in Q2 2026, buying an estimated $4.19K and bringing the position to 18,606 shares worth $1.34M. The position accounts for 0.33% of the portfolio, ranked #46.

Benchmark Financial Wealth Advisors first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Benchmark Financial Wealth Advisors held 18,606 shares of Altria Group worth $1.34M as of Q2 2026.
Benchmark Financial Wealth Advisors bought 60 Altria Group shares in Q2 2026, an estimated $4.19K.
Altria Group made up 0.33% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Benchmark Financial Wealth Advisors first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.