Capital Advisory Group Advisory Services’s Altria Group MO Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-41,275	Closed	-$2.38M	–	101
2025 Q4	$2.38M	Sell	41,275 -279	-0.7%	-$16.8K	0.7%	43
2025 Q3	$2.75M	Buy	41,554 +239	+0.6%	+$15.1K	0.85%	36
2025 Q2	$2.42M	Buy	41,315 +355	+0.9%	+$20.8K	0.87%	38
2025 Q1	$2.46M	Buy	40,960 +1,086	+3%	+$59.3K	0.94%	37
2024 Q4	$2.09M	Buy	39,874 +6,216	+18%	+$331K	0.75%	44
2024 Q3	$1.72M	Buy	33,658 +562	+2%	+$28.4K	0.68%	46
2024 Q2	$1.51M	Buy	33,096 +2,755	+9%	+$122K	0.64%	45
2024 Q1	$1.32M	Buy	30,341 +1,415	+5%	+$58.7K	0.63%	50
2023 Q4	$1.17M	Buy	28,926 +900	+3%	+$37.2K	0.63%	47
2023 Q3	$1.18M	Sell	28,026 -1,201	-4%	-$53.1K	0.67%	47
2023 Q2	$1.32M	Buy	29,227 +565	+2%	+$25.6K	0.95%	35
2023 Q1	$1.28M	Buy	28,662 +537	+2%	+$24.7K	0.77%	37
2022 Q4	$1.29M	Buy	28,125 +82	+0.3%	+$3.71K	0.87%	37
2022 Q3	$1.13M	Buy	28,043 +2,091	+8%	+$91.2K	0.79%	42
2022 Q2	$1.34M	Buy	25,952 +260	+1%	+$13.5K	0.8%	39
2022 Q1	$1.34M	Buy	25,692 +833	+3%	+$42.4K	0.62%	46
2021 Q4	$1.18M	Buy	24,859 +2,218	+10%	+$102K	0.51%	58
2021 Q3	$1.03M	Buy	22,641 +2,492	+12%	+$120K	0.37%	66
2021 Q2	$961K	Buy	20,149 +5,565	+38%	+$273K	0.35%	73
2021 Q1	$746K	Buy	14,584 +29	+0.2%	+$1.3K	0.29%	84
2020 Q4	$597K	Buy	14,555 +5,569	+62%	+$224K	0.25%	89
2020 Q3	$347K	Buy	8,986 +883	+11%	+$36.7K	0.18%	96
2020 Q2	$318K	Buy	8,103 +4,208	+108%	+$164K	0.18%	93
2020 Q1	$151K	Sell	3,895 -360	-8%	-$16K	0.19%	69
2019 Q4	$212K	Hold	4,255	–	–	0.11%	100
2019 Q3	$173K	Hold	4,255	–	–	0.12%	79
2019 Q2	$203K	Sell	4,255 -400	-9%	-$20.9K	0.14%	73
2019 Q1	$269K	Sell	4,655 -47	-1%	-$2.4K	0.19%	62
2018 Q4	$233K	Sell	4,702 -488	-9%	-$28.3K	0.18%	63
2018 Q3	$312K	Sell	5,190 -750	-13%	-$44.5K	0.21%	57
2018 Q2	$337K	Sell	5,940 -5,181	-47%	-$299K	0.24%	52
2018 Q1	$693K	Buy	+11,121	New	+$737K	0.51%	32

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Advisory Group Advisory Services's MO Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Altria Group (MO) in Q1 2026, closing a stake of 41,275 shares — an estimated $2.38M sold.

Capital Advisory Group Advisory Services first reported a position in MO in Q1 2018 and held it in 32 quarters. The position peaked at $2.75M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 41,275 Altria Group shares in Q1 2026, an estimated $2.38M.
Capital Advisory Group Advisory Services first reported a position in Altria Group in Q1 2018 and held it in 32 quarters.
Capital Advisory Group Advisory Services's Altria Group position peaked at $2.75M in Q3 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.