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Cypress Wealth Services’s Altria Group MO Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-18,716
Closed -$723K – 427
2020
Q3 		$723K Buy
+18,716
New +$779K 0.19% 97

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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

Cypress Wealth Services's MO Position: Q2 2026 in Review

Cypress Wealth Services increased its Altria Group (MO) stake by 0.56% in Q2 2026, buying an estimated $2.72K and bringing the position to 6,991 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #240.

Cypress Wealth Services first reported a position in MO in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.38M in Q4 2017. 999 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cypress Wealth Services held 6,991 shares of Altria Group worth $503K as of Q2 2026.
  • Cypress Wealth Services bought 39 Altria Group shares in Q2 2026, an estimated $2.72K.
  • Altria Group made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #240 holding.
  • Cypress Wealth Services first reported a position in Altria Group in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Altria Group position peaked at $5.38M in Q4 2017.
  • 999 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.