Diversify Advisory Services’s Altria Group MO Stock Holding History

Diversify Advisory 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
2026 Q2	$6.73M	Buy	92,376 +77,310	+513%	+$5.4M	0.11%	185
2026 Q1	$1.03M	Sell	15,066 -64,244	-81%	-$4.13M	0.16%	69
2025 Q4	$4.9M	Sell	79,310 -279	-0.4%	-$16.8K	0.16%	111
2025 Q3	$4.51M	Buy	79,589 +1,711	+2%	+$108K	0.15%	107
2025 Q2	$5.14M	Buy	77,878 +10,252	+15%	+$602K	0.2%	84
2025 Q1	$3.97M	Buy	67,626 +3,582	+6%	+$196K	0.25%	65
2024 Q4	$3.26M	Sell	64,044 -1,205	-2%	-$64.2K	0.18%	78
2024 Q3	$3.27M	Buy	65,249 +5,414	+9%	+$274K	0.18%	106
2024 Q2	$2.79M	Sell	59,835 -1,075	-2%	-$47.7K	0.15%	118
2024 Q1	$2.63M	Buy	+60,910	New	+$2.53M	0.16%	136

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Diversify Advisory Services's MO Position: Q2 2026 in Review

Diversify Advisory Services increased its Altria Group (MO) stake by 513% in Q2 2026, buying an estimated $5.4M and bringing the position to 92,376 shares worth $6.73M. The position accounts for 0.11% of the portfolio, ranked #185.

Diversify Advisory Services first reported a position in MO in Q1 2024 and has held it in 10 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Diversify Advisory Services held 92,376 shares of Altria Group worth $6.73M as of Q2 2026.
Diversify Advisory Services bought 77,310 Altria Group shares in Q2 2026, an estimated $5.4M.
Altria Group made up 0.11% of Diversify Advisory Services's portfolio in Q2 2026, its #185 holding.
Diversify Advisory Services first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.