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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Diversify Advisory Services's MO Position: Q1 2026 in Review

Diversify Advisory Services reduced its Altria Group (MO) stake by 81% in Q1 2026, selling an estimated $4.13M and leaving 15,066 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #69.

Diversify Advisory Services first reported a position in MO in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.14M in Q2 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Diversify Advisory Services held 15,066 shares of Altria Group worth $1.03M as of Q1 2026.
Diversify Advisory Services sold 64,244 Altria Group shares in Q1 2026, an estimated $4.13M.
Altria Group made up 0.16% of Diversify Advisory Services's portfolio in Q1 2026, its #69 holding.
Diversify Advisory Services first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Altria Group position peaked at $5.14M in Q2 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.