Certified Advisory Corp’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.71M | Buy |
23,710
+9
| +0% | +$628 | 0.14% | 134 |
|
|
2026
Q1 | $1.56M | Buy |
23,701
+4
| +0% | +$257 | 0.14% | 134 |
|
|
2025
Q4 | $1.37M | Sell |
23,697
-378
| -2% | -$22.8K | 0.12% | 141 |
|
|
2025
Q3 | $1.59M | Sell |
24,075
-119
| -0.5% | -$7.54K | 0.15% | 128 |
|
|
2025
Q2 | $1.42M | Buy |
24,194
+257
| +1% | +$15.1K | 0.15% | 130 |
|
|
2025
Q1 | $1.44M | Sell |
23,937
-360
| -1% | -$19.7K | 0.16% | 120 |
|
|
2024
Q4 | $1.27M | Sell |
24,297
-348
| -1% | -$18.5K | 0.14% | 129 |
|
|
2024
Q3 | $1.26M | Buy |
24,645
+666
| +3% | +$33.7K | 0.14% | 131 |
|
|
2024
Q2 | $1.09M | Buy |
23,979
+113
| +0.5% | +$5.01K | 0.14% | 131 |
|
|
2024
Q1 | $1.04M | Sell |
23,866
-854
| -3% | -$35.4K | 0.15% | 127 |
|
|
2023
Q4 | $997K | Sell |
24,720
-27
| -0.1% | -$1.12K | 0.15% | 128 |
|
|
2023
Q3 | $1.04M | Sell |
24,747
-483
| -2% | -$21.3K | 0.19% | 109 |
|
|
2023
Q2 | $1.14M | Sell |
25,230
-478
| -2% | -$21.6K | 0.21% | 102 |
|
|
2023
Q1 | $1.15M | Buy |
25,708
+1,039
| +4% | +$47.8K | 0.2% | 110 |
|
|
2022
Q4 | $1.13M | Buy |
24,669
+331
| +1% | +$15K | 0.22% | 106 |
|
|
2022
Q3 | $983K | Buy |
24,338
+66
| +0.3% | +$2.88K | 0.22% | 109 |
|
|
2022
Q2 | $1.01M | Buy |
24,272
+807
| +3% | +$41.8K | 0.23% | 104 |
|
|
2022
Q1 | $1.23M | Buy |
23,465
+54
| +0.2% | +$2.75K | 0.26% | 94 |
|
|
2021
Q4 | $1.11M | Buy |
23,411
+55
| +0.2% | +$2.52K | 0.24% | 99 |
|
|
2021
Q3 | $1.06M | Buy |
23,356
+52
| +0.2% | +$2.51K | 0.26% | 95 |
|
|
2021
Q2 | $1.11M | Buy |
23,304
+12,742
| +121% | +$626K | 0.28% | 88 |
|
|
2021
Q1 | $540K | Buy |
+10,562
| New | +$473K | 0.14% | 134 |
|
|
2020
Q2 | $409K | Buy |
10,435
+85
| +0.8% | +$3.32K | 0.14% | 134 |
|
|
2020
Q1 | $400K | Buy |
10,350
+47
| +0.5% | +$2.09K | 0.16% | 117 |
|
|
2019
Q4 | $514K | Sell |
10,303
-1,595
| -13% | -$75.2K | 0.16% | 116 |
|
|
2019
Q3 | $487K | Sell |
11,898
-405
| -3% | -$18.6K | 0.17% | 109 |
|
|
2019
Q2 | $582K | Sell |
12,303
-915
| -7% | -$47.9K | 0.22% | 100 |
|
|
2019
Q1 | $760K | Sell |
13,218
-261
| -2% | -$13.3K | 0.32% | 77 |
|
|
2018
Q4 | $665K | Sell |
13,479
-3,888
| -22% | -$225K | 0.35% | 74 |
|
|
2018
Q3 | $1.05M | Sell |
17,367
-10,656
| -38% | -$633K | 0.48% | 50 |
|
|
2018
Q2 | $1.59M | Sell |
28,023
-10,123
| -27% | -$584K | 0.89% | 26 |
|
|
2018
Q1 | $2.38M | Sell |
38,146
-930
| -2% | -$61.6K | 1.41% | 13 |
|
|
2017
Q4 | $2.79M | Buy |
+39,076
| New | +$2.62M | 2% | 9 |
|
Other funds holding MO
Certified Advisory Corp's MO Position: Q2 2026 in Review
Certified Advisory Corp increased its Altria Group (MO) stake by 0.04% in Q2 2026, buying an estimated $628 and bringing the position to 23,710 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #134.
Certified Advisory Corp first reported a position in MO in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.79M in Q4 2017. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Certified Advisory Corp held 23,710 shares of Altria Group worth $1.71M as of Q2 2026.
- Certified Advisory Corp bought 9 Altria Group shares in Q2 2026, an estimated $628.
- Altria Group made up 0.14% of Certified Advisory Corp's portfolio in Q2 2026, its #134 holding.
- Certified Advisory Corp first reported a position in Altria Group in Q4 2017 and has held it in 33 quarters since.
- Certified Advisory Corp's Altria Group position peaked at $2.79M in Q4 2017.
- 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.