Crumly & Associates’s Altria Group MO Stock Holding History

Crumly & Associates’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	$245K	Sell	3,412 -210	-6%	-$14.7K	0.05%	174
2026 Q1	$239K	Buy	+3,622	New	+$233K	0.05%	180
2025 Q4	–	Sell	-3,048	Closed	-$201K	–	214
2025 Q3	$201K	Sell	3,048 -1,164	-28%	-$73.7K	0.04%	187
2025 Q2	$247K	Buy	4,212 +354	+9%	+$20.8K	0.06%	142
2025 Q1	$232K	Buy	+3,858	New	+$211K	0.06%	153

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

Crumly & Associates's MO Position: Q2 2026 in Review

Crumly & Associates reduced its Altria Group (MO) stake by 5.8% in Q2 2026, selling an estimated $14.7K and leaving 3,412 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #174.

Crumly & Associates first reported a position in MO in Q1 2025 and has held it in 5 quarters since. The position peaked at $247K in Q2 2025. 770 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Crumly & Associates held 3,412 shares of Altria Group worth $245K as of Q2 2026.
Crumly & Associates sold 210 Altria Group shares in Q2 2026, an estimated $14.7K.
Altria Group made up 0.05% of Crumly & Associates's portfolio in Q2 2026, its #174 holding.
Crumly & Associates first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
Crumly & Associates's Altria Group position peaked at $247K in Q2 2025.
770 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.