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CBIZ Investment Advisory Services’s Altria Group MO Stock Holding History

CBIZ Investment 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 		$48.9K Sell
740
-191
-21% -$12.3K ﹤0.01% 93
2025
Q4 		$53.9K Sell
931
-43
-4% -$2.6K ﹤0.01% 132
2025
Q3 		$64.6K Buy
974
+135
+16% +$8.55K ﹤0.01% 105
2025
Q2 		$49.3K Buy
839
+114
+16% +$6.7K ﹤0.01% 136
2025
Q1 		$43.5K Buy
725
+28
+4% +$1.53K ﹤0.01% 127
2024
Q4 		$36.4K Buy
697
+627
+896% +$33.4K ﹤0.01% 137
2024
Q3 		$3.57K Hold
70
– – ﹤0.01% 313
2024
Q2 		$3.19K Sell
70
-200
-74% -$8.87K ﹤0.01% 316
2024
Q1 		$11.8K Buy
+270
New +$11.2K ﹤0.01% 243
2021
Q3 		– Hold
0
– – – 94
2021
Q2 		– Hold
0
– – – 92
2021
Q1 		– Hold
0
– – – 82
2020
Q4 		– Hold
0
– – – 102
2020
Q3 		– Hold
0
– – – 103
2020
Q2 		– Hold
0
– – – 73
2020
Q1 		– Hold
0
– – – 79
2019
Q4 		– Hold
0
– – – 85

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CBIZ Investment Advisory Services's MO Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Altria Group (MO) stake by 21% in Q1 2026, selling an estimated $12.3K and leaving 740 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #93.

CBIZ Investment Advisory Services first reported a position in MO in Q1 2024 and has held it in 9 quarters since. The position peaked at $64.6K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • CBIZ Investment Advisory Services held 740 shares of Altria Group worth $48.9K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 191 Altria Group shares in Q1 2026, an estimated $12.3K.
  • Altria Group made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #93 holding.
  • CBIZ Investment Advisory Services first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's Altria Group position peaked at $64.6K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.