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CLA (CliftonLarsonAllen) Wealth Advisors’s Altria Group MO Stock Holding History

CLA (CliftonLarsonAllen) 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 		$1.27M Buy
17,615
+3,500
+25% +$244K 0.02% 179
2026
Q1 		$931K Sell
14,115
-34
-0.2% -$2.19K 0.01% 181
2025
Q4 		$816K Buy
+14,149
New +$854K 0.01% 170
2021
Q4 		– Sell
-8,580
Closed -$391K – 249
2021
Q3 		$391K Sell
8,580
-505
-6% -$24.4K 0.02% 250
2021
Q2 		$433K Buy
+9,085
New +$446K 0.02% 242
2021
Q1 		– Sell
-10,740
Closed -$440K – 171
2020
Q4 		$440K Buy
+10,740
New +$431K 0.02% 150
2020
Q3 		– Sell
-10,363
Closed -$407K – 159
2020
Q2 		$407K Buy
+10,363
New +$404K 0.02% 144
2019
Q4 		$564K Sell
11,310
-170
-1% -$8.02K 0.04% 132
2019
Q3 		$470K Buy
+11,480
New +$528K 0.04% 127
2019
Q1 		– Sell
-24,234
Closed -$1.2M – 129
2018
Q4 		$1.2M Buy
24,234
+3,982
+20% +$231K 0.12% 94
2018
Q3 		$1.22M Buy
20,252
+166
+0.8% +$9.86K 0.11% 82
2018
Q2 		$1.14M Sell
20,086
-90
-0.4% -$5.19K 0.11% 82
2018
Q1 		$1.26M Sell
20,176
-571
-3% -$37.8K 0.13% 78
2017
Q4 		$1.48M Buy
20,747
+669
+3% +$44.8K 0.15% 64
2017
Q3 		$1.27M Buy
20,078
+837
+4% +$55.8K 0.13% 84
2017
Q2 		$1.43M Sell
19,241
-635
-3% -$46.5K 0.16% 77
2017
Q1 		$1.42M Sell
19,876
-361
-2% -$26.1K 0.16% 81
2016
Q4 		$1.37M Buy
20,237
+779
+4% +$50.2K 0.16% 75
2016
Q3 		$1.23M Buy
+19,458
New +$1.29M 0.15% 78
2016
Q1 		– Sell
-10,954
Closed -$638K – 111
2015
Q4 		$638K Buy
10,954
+247
+2% +$14.3K 0.11% 91
2015
Q3 		$582K Buy
10,707
+4,613
+76% +$247K 0.11% 96
2015
Q2 		$298K Buy
+6,094
New +$309K 0.06% 129

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

CLA (CliftonLarsonAllen) Wealth Advisors's MO Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Altria Group (MO) stake by 25% in Q2 2026, buying an estimated $244K and bringing the position to 17,615 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #179.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MO in Q2 2015 and has held it in 22 quarters since. The position peaked at $1.48M in Q4 2017. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 17,615 shares of Altria Group worth $1.27M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 3,500 Altria Group shares in Q2 2026, an estimated $244K.
  • Altria Group made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Altria Group in Q2 2015 and has held it in 22 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Altria Group position peaked at $1.48M in Q4 2017.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.