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Continuum Advisory’s Altria Group MO Stock Holding History

Continuum Advisory’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
Q1 		$688K Sell
10,422
-3,382
-25% -$218K 0.07% 235
2025
Q4 		$796K Buy
13,804
+510
+4% +$30.8K 0.08% 214
2025
Q3 		$878K Buy
13,294
+322
+2% +$20.4K 0.09% 195
2025
Q2 		$761K Sell
12,972
-2,170
-14% -$127K 0.09% 205
2025
Q1 		$909K Sell
15,142
-176
-1% -$9.61K 0.12% 162
2024
Q4 		$801K Buy
15,318
+312
+2% +$16.6K 0.1% 180
2024
Q3 		$831K Buy
15,006
+1,671
+13% +$84.5K 0.11% 178
2024
Q2 		$607K Buy
13,335
+930
+7% +$41.3K 0.09% 202
2024
Q1 		$555K Sell
12,405
-4,334
-26% -$180K 0.08% 217
2023
Q4 		$675K Buy
16,739
+373
+2% +$15.4K 0.1% 235
2023
Q3 		$688K Buy
16,366
+2,249
+16% +$99.4K 0.11% 217
2023
Q2 		$640K Buy
14,117
+679
+5% +$30.8K 0.1% 240
2023
Q1 		$600K Buy
13,438
+863
+7% +$39.7K 0.1% 235
2022
Q4 		$575K Buy
12,575
+780
+7% +$35.3K 0.1% 236
2022
Q3 		$476K Sell
11,795
-1,380
-10% -$60.2K 0.08% 248
2022
Q2 		$550K Buy
13,175
+374
+3% +$19.4K 0.1% 240
2022
Q1 		$711K Buy
12,801
+4,542
+55% +$231K 0.14% 191
2021
Q4 		$391K Buy
8,259
+57
+0.7% +$2.61K 0.09% 211
2021
Q3 		$373K Buy
8,202
+325
+4% +$15.7K 0.1% 195
2021
Q2 		$376K Buy
+7,877
New +$387K 0.12% 184
2018
Q3 		– Sell
-3,878
Closed -$220K – 162
2018
Q2 		$220K Sell
3,878
-951
-20% -$54.8K 0.16% 130
2018
Q1 		$301K Sell
4,829
-4,357
-47% -$289K 0.25% 103
2017
Q4 		$656K Sell
9,186
-1,866
-17% -$125K 0.5% 45
2017
Q3 		$701K Buy
11,052
+329
+3% +$21.9K 0.61% 41
2017
Q2 		$799K Sell
10,723
-501
-4% -$36.7K 0.79% 32
2017
Q1 		$802K Buy
+11,224
New +$812K 0.96% 27

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Continuum Advisory's MO Position: Q1 2026 in Review

Continuum Advisory reduced its Altria Group (MO) stake by 25% in Q1 2026, selling an estimated $218K and leaving 10,422 shares worth $688K. The position accounts for 0.07% of the portfolio, ranked #235.

Continuum Advisory first reported a position in MO in Q1 2017 and has held it in 26 quarters since. The position peaked at $909K in Q1 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Continuum Advisory held 10,422 shares of Altria Group worth $688K as of Q1 2026.
  • Continuum Advisory sold 3,382 Altria Group shares in Q1 2026, an estimated $218K.
  • Altria Group made up 0.07% of Continuum Advisory's portfolio in Q1 2026, its #235 holding.
  • Continuum Advisory first reported a position in Altria Group in Q1 2017 and has held it in 26 quarters since.
  • Continuum Advisory's Altria Group position peaked at $909K in Q1 2025.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.