Concurrent Investment Advisors’s Altria Group MO Stock Holding History

Concurrent Investment 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	$10.9M	Buy	151,975 +6,630	+5%	+$463K	0.09%	238
2026 Q1	$9.59M	Buy	145,345 +9,979	+7%	+$642K	0.1%	214
2025 Q4	$7.81M	Buy	135,366 +15,017	+12%	+$907K	0.09%	241
2025 Q3	$7.95M	Sell	120,349 -6,757	-5%	-$428K	0.14%	156
2025 Q2	$7.45M	Buy	127,106 +12,894	+11%	+$757K	0.14%	149
2025 Q1	$6.85M	Buy	114,212 +27,270	+31%	+$1.49M	0.17%	131
2024 Q4	$4.55M	Buy	86,942 +3,036	+4%	+$162K	0.12%	173
2024 Q3	$4.28M	Buy	83,906 +532	+0.6%	+$26.9K	0.13%	172
2024 Q2	$3.8M	Buy	83,374 +25,899	+45%	+$1.15M	0.12%	171
2024 Q1	$2.51M	Sell	57,475 -1,669	-3%	-$69.2K	0.1%	208
2023 Q4	$2.39M	Buy	+59,144	New	+$2.45M	0.11%	198

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

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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Concurrent Investment Advisors's MO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Altria Group (MO) stake by 4.6% in Q2 2026, buying an estimated $463K and bringing the position to 151,975 shares worth $10.9M. The position accounts for 0.09% of the portfolio, ranked #238.

Concurrent Investment Advisors first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 838 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Concurrent Investment Advisors held 151,975 shares of Altria Group worth $10.9M as of Q2 2026.
Concurrent Investment Advisors bought 6,630 Altria Group shares in Q2 2026, an estimated $463K.
Altria Group made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #238 holding.
Concurrent Investment Advisors first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
838 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.