CWA
MO icon

Carolina Wealth Advisors’s Altria Group MO Stock Holding History

Carolina 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 		$4.78M Sell
66,373
-234
-0.4% -$16.3K 1.87% 11
2026
Q1 		$4.4M Buy
66,607
+60,391
+972% +$3.89M 1.83% 13
2025
Q4 		$358K Buy
6,216
+1,585
+34% +$95.7K 0.16% 65
2025
Q3 		$306K Buy
4,631
+2,860
+161% +$181K 0.13% 59
2025
Q2 		$104K Buy
1,771
+1,424
+410% +$83.6K 0.05% 73
2025
Q1 		$20.8K Buy
347
+122
+54% +$6.66K 0.01% 115
2024
Q4 		$11.8K Hold
225
– – 0.01% 141
2024
Q3 		$11.5K Hold
225
– – 0.01% 163
2024
Q2 		$10.2K Hold
225
– – 0.01% 137
2024
Q1 		$9.81K Hold
225
– – 0.01% 145
2023
Q4 		$9.08K Sell
225
-1,500
-87% -$62K ﹤0.01% 162
2023
Q3 		$72.5K Buy
1,725
+1,500
+667% +$66.3K 0.04% 103
2023
Q2 		$10.2K Hold
225
– – 0.01% 153
2023
Q1 		$10K Hold
225
– – 0.01% 150
2022
Q4 		$10K Hold
225
– – 0.01% 145
2022
Q3 		$9K Hold
225
– – 0.01% 147
2022
Q2 		$9K Hold
225
– – 0.01% 169
2022
Q1 		$12K Sell
225
-1,100
-83% -$56K 0.01% 170
2021
Q4 		$63K Sell
1,325
-9,442
-88% -$433K 0.04% 127
2021
Q3 		$490K Sell
10,767
-376
-3% -$18.2K 0.32% 35
2021
Q2 		$531K Sell
11,143
-284
-2% -$14K 0.36% 35
2021
Q1 		$585K Sell
11,427
-11,626
-50% -$521K 0.43% 33
2020
Q4 		$945K Buy
23,053
+342
+2% +$13.7K 0.76% 33
2020
Q3 		$878K Buy
22,711
+1,074
+5% +$44.7K 0.77% 34
2020
Q2 		$849K Buy
21,637
+1,580
+8% +$61.6K 0.82% 32
2020
Q1 		$776K Buy
20,057
+7,638
+62% +$339K 0.9% 30
2019
Q4 		$620K Buy
+12,419
New +$586K 0.59% 29

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

Carolina Wealth Advisors's MO Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Altria Group (MO) stake by 0.35% in Q2 2026, selling an estimated $16.3K and leaving 66,373 shares worth $4.78M. The position accounts for 1.87% of the portfolio, ranked #11.

Carolina Wealth Advisors first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Carolina Wealth Advisors held 66,373 shares of Altria Group worth $4.78M as of Q2 2026.
  • Carolina Wealth Advisors sold 234 Altria Group shares in Q2 2026, an estimated $16.3K.
  • Altria Group made up 1.87% of Carolina Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Carolina Wealth Advisors first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.