Cambridge Advisors’s Altria Group MO Stock Holding History

Cambridge 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	$208K	Sell	2,892 -805	-22%	-$56.2K	0.04%	180
2026 Q1	$244K	Buy	3,697 +9	+0.2%	+$579	0.05%	166
2025 Q4	$213K	Sell	3,688 -128	-3%	-$7.73K	0.04%	173
2025 Q3	$252K	Buy	3,816 +18	+0.5%	+$1.14K	0.05%	161
2025 Q2	$223K	Buy	3,798 +132	+4%	+$7.75K	0.05%	166
2025 Q1	$220K	Buy	+3,666	New	+$200K	0.05%	166

Other funds holding MO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Advisors's MO Position: Q2 2026 in Review

Cambridge Advisors reduced its Altria Group (MO) stake by 22% in Q2 2026, selling an estimated $56.2K and leaving 2,892 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #180.

Cambridge Advisors first reported a position in MO in Q1 2025 and has held it in 6 quarters since. The position peaked at $252K in Q3 2025. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Cambridge Advisors held 2,892 shares of Altria Group worth $208K as of Q2 2026.
Cambridge Advisors sold 805 Altria Group shares in Q2 2026, an estimated $56.2K.
Altria Group made up 0.04% of Cambridge Advisors's portfolio in Q2 2026, its #180 holding.
Cambridge Advisors first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
Cambridge Advisors's Altria Group position peaked at $252K in Q3 2025.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.