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Capital Advisors Wealth Management’s Altria Group MO Stock Holding History

Capital Advisors Wealth Management’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 		$996K Buy
13,841
+292
+2% +$20.4K 0.12% 102
2026
Q1 		$894K Buy
13,549
+235
+2% +$15.1K 0.12% 92
2025
Q4 		$768K Buy
13,314
+203
+2% +$12.3K 0.1% 102
2025
Q3 		$866K Buy
13,111
+209
+2% +$13.2K 0.12% 85
2025
Q2 		$756K Sell
12,902
-84
-0.6% -$4.93K 0.12% 91
2025
Q1 		$779K Buy
12,986
+386
+3% +$21.1K 0.14% 78
2024
Q4 		$659K Buy
12,600
+187
+2% +$9.96K 0.12% 84
2024
Q3 		$634K Buy
12,413
+248
+2% +$12.5K 0.12% 84
2024
Q2 		$554K Buy
12,165
+9
+0.1% +$399 0.11% 81
2024
Q1 		$530K Buy
12,156
+3,421
+39% +$142K 0.11% 82
2023
Q4 		$352K Buy
8,735
+442
+5% +$18.3K 0.08% 98
2023
Q3 		$349K Sell
8,293
-643
-7% -$28.4K 0.09% 94
2023
Q2 		$405K Sell
8,936
-82
-0.9% -$3.71K 0.1% 89
2023
Q1 		$402K Sell
9,018
-705
-7% -$32.4K 0.11% 85
2022
Q4 		$444K Buy
9,723
+1,018
+12% +$46.1K 0.13% 76
2022
Q3 		$352K Buy
8,705
+294
+3% +$12.8K 0.12% 84
2022
Q2 		$351K Buy
8,411
+110
+1% +$5.7K 0.11% 82
2022
Q1 		$434K Sell
8,301
-631
-7% -$32.1K 0.13% 78
2021
Q4 		$423K Sell
8,932
-849
-9% -$38.9K 0.13% 77
2021
Q3 		$445K Sell
9,781
-163
-2% -$7.87K 0.16% 71
2021
Q2 		$474K Sell
9,944
-1,964
-16% -$96.5K 0.18% 62
2021
Q1 		$609K Buy
+11,908
New +$534K 0.26% 52

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Advisors Wealth Management's MO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Altria Group (MO) stake by 2.2% in Q2 2026, buying an estimated $20.4K and bringing the position to 13,841 shares worth $996K. The position accounts for 0.12% of the portfolio, ranked #102.

Capital Advisors Wealth Management first reported a position in MO in Q1 2021 and has held it in 22 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Capital Advisors Wealth Management held 13,841 shares of Altria Group worth $996K as of Q2 2026.
  • Capital Advisors Wealth Management bought 292 Altria Group shares in Q2 2026, an estimated $20.4K.
  • Altria Group made up 0.12% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Capital Advisors Wealth Management first reported a position in Altria Group in Q1 2021 and has held it in 22 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.