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Checchi Capital Advisers’s Altria Group MO Stock Holding History

Checchi Capital Advisers’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 		$1.14M Sell
15,789
-348
-2% -$24.3K 0.05% 199
2026
Q1 		$1.06M Buy
16,137
+1,119
+7% +$72K 0.05% 206
2025
Q4 		$866K Buy
15,018
+43
+0.3% +$2.6K 0.04% 221
2025
Q3 		$989K Sell
14,975
-1,076
-7% -$68.2K 0.05% 209
2025
Q2 		$941K Buy
16,051
+69
+0.4% +$4.05K 0.05% 222
2025
Q1 		$959K Buy
15,982
+693
+5% +$37.8K 0.05% 217
2024
Q4 		$799K Buy
15,289
+604
+4% +$32.2K 0.05% 233
2024
Q3 		$750K Buy
14,685
+669
+5% +$33.8K 0.04% 243
2024
Q2 		$638K Sell
14,016
-1,533
-10% -$68K 0.03% 267
2024
Q1 		$678K Buy
15,549
+1,041
+7% +$43.2K 0.05% 260
2023
Q4 		$585K Sell
14,508
-2,460
-14% -$102K 0.05% 278
2023
Q3 		$713K Sell
16,968
-3,139
-16% -$139K 0.07% 219
2023
Q2 		$911K Sell
20,107
-799
-4% -$36.2K 0.08% 185
2023
Q1 		$933K Buy
20,906
+1,171
+6% +$53.8K 0.09% 178
2022
Q4 		$902K Buy
19,735
+2,161
+12% +$97.9K 0.09% 171
2022
Q3 		$710K Sell
17,574
-401
-2% -$17.5K 0.07% 198
2022
Q2 		$788K Buy
17,975
+1,178
+7% +$61K 0.07% 200
2022
Q1 		$878K Buy
16,797
+572
+4% +$29.1K 0.07% 173
2021
Q4 		$769K Sell
16,225
-1,136
-7% -$52.1K 0.07% 182
2021
Q3 		$790K Sell
17,361
-259
-1% -$12.5K 0.08% 170
2021
Q2 		$840K Buy
17,620
+315
+2% +$15.5K 0.08% 167
2021
Q1 		$885K Buy
17,305
+633
+4% +$28.4K 0.09% 152
2020
Q4 		$684K Sell
16,672
-3,756
-18% -$151K 0.07% 186
2020
Q3 		$789K Sell
20,428
-1,502
-7% -$62.5K 0.09% 140
2020
Q2 		$861K Buy
21,930
+1,560
+8% +$60.9K 0.1% 134
2020
Q1 		$788K Sell
20,370
-1,556
-7% -$69K 0.08% 121
2019
Q4 		$1.09M Sell
21,926
-79
-0.4% -$3.73K 0.15% 105
2019
Q3 		$900K Sell
22,005
-390
-2% -$17.9K 0.12% 114
2019
Q2 		$1.06M Buy
22,395
+1,794
+9% +$94K 0.13% 100
2019
Q1 		$1.18M Sell
20,601
-163
-0.8% -$8.33K 0.14% 88
2018
Q4 		$1.03M Sell
20,764
-4,033
-16% -$234K 0.13% 90
2018
Q3 		$1.5M Buy
24,797
+757
+3% +$44.9K 0.17% 83
2018
Q2 		$1.36M Buy
24,040
+563
+2% +$32.5K 0.17% 81
2018
Q1 		$1.46M Buy
23,477
+23
+0.1% +$1.52K 0.19% 74
2017
Q4 		$1.68M Buy
23,454
+2,856
+14% +$191K 0.22% 72
2017
Q3 		$1.31M Sell
20,598
-298
-1% -$19.9K 0.13% 78
2017
Q2 		$1.56M Sell
20,896
-2,963
-12% -$217K 0.17% 69
2017
Q1 		$1.7M Buy
23,859
+970
+4% +$70.2K 0.2% 66
2016
Q4 		$1.55M Buy
22,889
+998
+5% +$64.3K 0.21% 62
2016
Q3 		$1.38M Sell
21,891
-506
-2% -$33.6K 0.16% 74
2016
Q2 		$1.54M Buy
22,397
+326
+1% +$20.9K 0.18% 63
2016
Q1 		$1.38M Sell
22,071
-1,374
-6% -$83.1K 0.31% 67
2015
Q4 		$1.36M Buy
23,445
+1,875
+9% +$109K 0.34% 57
2015
Q3 		$1.17M Buy
21,570
+296
+1% +$15.9K 0.32% 66
2015
Q2 		$1.04M Sell
21,274
-1,137
-5% -$57.6K 0.27% 69
2015
Q1 		$1.12M Buy
22,411
+3,638
+19% +$193K 0.33% 64
2014
Q4 		$925K Buy
18,773
+4,311
+30% +$210K 0.35% 64
2014
Q3 		$664K Buy
14,462
+2,828
+24% +$121K 0.27% 75
2014
Q2 		$488K Buy
11,634
+2,839
+32% +$114K 0.22% 86
2014
Q1 		$329K Buy
8,795
+2,932
+50% +$107K 0.2% 103
2013
Q4 		$225K Buy
+5,863
New +$216K 0.18% 123

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Checchi Capital Advisers's MO Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Altria Group (MO) stake by 2.2% in Q2 2026, selling an estimated $24.3K and leaving 15,789 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #199.

Checchi Capital Advisers first reported a position in MO in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.7M in Q1 2017. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Checchi Capital Advisers held 15,789 shares of Altria Group worth $1.14M as of Q2 2026.
  • Checchi Capital Advisers sold 348 Altria Group shares in Q2 2026, an estimated $24.3K.
  • Altria Group made up 0.05% of Checchi Capital Advisers's portfolio in Q2 2026, its #199 holding.
  • Checchi Capital Advisers first reported a position in Altria Group in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's Altria Group position peaked at $1.7M in Q1 2017.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.