Certified Advisory Corp’s Altria Group MO Stock Holding History

Certified Advisory Corp’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	$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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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. 905 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.
905 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.