Capital Investment Advisors’s Altria Group MO Stock Holding History

Capital Investment 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	$49M	Buy	681,001 +8,595	+1%	+$600K	0.65%	45
2026 Q1	$44.4M	Buy	672,406 +11,249	+2%	+$724K	0.65%	47
2025 Q4	$38.1M	Buy	661,157 +14,720	+2%	+$889K	0.58%	47
2025 Q3	$42.7M	Buy	646,437 +24,494	+4%	+$1.55M	0.7%	43
2025 Q2	$36.5M	Buy	621,943 +15,152	+2%	+$890K	0.65%	45
2025 Q1	$36.4M	Buy	606,791 +21,161	+4%	+$1.16M	0.71%	41
2024 Q4	$30.6M	Sell	585,630 -10,687	-2%	-$569K	0.62%	47
2024 Q3	$30.4M	Sell	596,317 -6,298	-1%	-$318K	0.63%	49
2024 Q2	$27.4M	Sell	602,615 -10,568	-2%	-$469K	0.62%	49
2024 Q1	$26.7M	Sell	613,183 -24,197	-4%	-$1M	0.62%	48
2023 Q4	$25.7M	Sell	637,380 -11,644	-2%	-$482K	0.64%	44
2023 Q3	$27.3M	Buy	649,024 +16,191	+3%	+$715K	0.76%	36
2023 Q2	$28.7M	Buy	632,833 +23,524	+4%	+$1.07M	0.87%	27
2023 Q1	$27.2M	Buy	609,309 +6,823	+1%	+$314K	0.8%	33
2022 Q4	$27.5M	Buy	602,486 +14,838	+3%	+$672K	0.83%	30
2022 Q3	$23.7M	Buy	587,648 +28,220	+5%	+$1.23M	0.81%	33
2022 Q2	$23.4M	Buy	559,428 +13,259	+2%	+$687K	0.77%	36
2022 Q1	$28.5M	Buy	546,169 +8,838	+2%	+$450K	0.87%	28
2021 Q4	$25.5M	Buy	537,331 +13,499	+3%	+$619K	0.78%	30
2021 Q3	$23.8M	Buy	523,832 +18,453	+4%	+$891K	0.8%	31
2021 Q2	$24.1M	Buy	505,379 +24,442	+5%	+$1.2M	0.83%	31
2021 Q1	$24.6M	Buy	480,937 +46,174	+11%	+$2.07M	0.93%	27
2020 Q4	$17.8M	Buy	434,763 +54,077	+14%	+$2.17M	0.75%	36
2020 Q3	$14.7M	Buy	380,686 +60,863	+19%	+$2.53M	0.7%	36
2020 Q2	$12.6M	Buy	319,823 +21,652	+7%	+$845K	0.65%	39
2020 Q1	$11.5M	Buy	298,171 +10,942	+4%	+$486K	0.74%	37
2019 Q4	$14.3M	Buy	287,229 +76,676	+36%	+$3.62M	0.69%	37
2019 Q3	$8.61M	Buy	210,553 +9,557	+5%	+$440K	0.45%	60
2019 Q2	$9.52M	Sell	200,996 -75,970	-27%	-$3.98M	0.52%	47
2019 Q1	$15.9M	Buy	276,966 +62,563	+29%	+$3.2M	0.93%	28
2018 Q4	$10.6M	Buy	214,403 +14,828	+7%	+$859K	0.71%	35
2018 Q3	$12M	Buy	199,575 +14,461	+8%	+$858K	0.71%	35
2018 Q2	$10.5M	Buy	185,114 +69,933	+61%	+$4.03M	0.65%	37
2018 Q1	$7.18M	Buy	115,181 +2,170	+2%	+$144K	0.47%	53
2017 Q4	$8.07M	Buy	113,011 +2,016	+2%	+$135K	0.53%	46
2017 Q3	$7.04M	Sell	110,995 -1,017	-0.9%	-$67.8K	0.48%	49
2017 Q2	$8.34M	Buy	112,012 +103	+0.1%	+$7.54K	0.6%	41
2017 Q1	$7.99M	Sell	111,909 -885	-0.8%	-$64K	0.61%	39
2016 Q4	$7.63M	Sell	112,794 -1,977	-2%	-$127K	0.64%	36
2016 Q3	$7.26M	Sell	114,771 -1,481	-1%	-$98.4K	0.64%	36
2016 Q2	$8.02M	Sell	116,252 -6,739	-5%	-$432K	0.75%	33
2016 Q1	$7.71M	Buy	122,991 +5,039	+4%	+$305K	0.76%	36
2015 Q4	$6.87M	Buy	117,952 +8,501	+8%	+$493K	0.71%	34
2015 Q3	$5.95M	Buy	109,451 +184	+0.2%	+$9.87K	0.67%	37
2015 Q2	$5.34M	Sell	109,267 -1,092	-1%	-$55.4K	0.58%	43
2015 Q1	$5.52M	Sell	110,359 -446	-0.4%	-$23.7K	0.58%	43
2014 Q4	$5.46M	Buy	110,805 +1,814	+2%	+$88.4K	0.6%	44
2014 Q3	$5.01M	Sell	108,991 -1,065	-1%	-$45.6K	0.57%	48
2014 Q2	$4.62M	Sell	110,056 -1,659	-1%	-$66.7K	0.53%	55
2014 Q1	$4.18M	Buy	111,715 +1,793	+2%	+$65.2K	0.53%	52
2013 Q4	$4.22M	Buy	+109,922	New	+$4.06M	0.56%	51

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Investment Advisors's MO Position: Q2 2026 in Review

Capital Investment Advisors increased its Altria Group (MO) stake by 1.3% in Q2 2026, buying an estimated $600K and bringing the position to 681,001 shares worth $49M. The position accounts for 0.65% of the portfolio, ranked #45.

Capital Investment Advisors first reported a position in MO in Q4 2013 and has held it in 51 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Capital Investment Advisors held 681,001 shares of Altria Group worth $49M as of Q2 2026.
Capital Investment Advisors bought 8,595 Altria Group shares in Q2 2026, an estimated $600K.
Altria Group made up 0.65% of Capital Investment Advisors's portfolio in Q2 2026, its #45 holding.
Capital Investment Advisors first reported a position in Altria Group in Q4 2013 and has held it in 51 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.