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Dover Advisors’s Altria Group MO Stock Holding History

Dover Advisors’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 		– Sell
-9,949
Closed -$667K – 160
2026
Q1 		$667K Sell
9,949
-3,315
-25% -$213K 0.28% 83
2025
Q4 		$779K Sell
13,264
-40
-0.3% -$2.42K 0.3% 80
2025
Q3 		$893K Buy
13,304
+7,927
+147% +$502K 0.36% 74
2025
Q2 		$315K Sell
5,377
-7,947
-60% -$467K 0.14% 130
2025
Q1 		$813K Buy
13,324
+3,690
+38% +$201K 0.35% 72
2024
Q4 		$504K Sell
9,634
-3,403
-26% -$181K 0.29% 85
2024
Q3 		$665K Sell
13,037
-880
-6% -$44.5K 0.38% 75
2024
Q2 		$634K Buy
13,917
+4,212
+43% +$187K 0.39% 73
2024
Q1 		$423K Sell
9,705
-5,739
-37% -$238K 0.29% 84
2023
Q4 		$638K Sell
15,444
-5,978
-28% -$247K 0.84% 43
2023
Q3 		$922K Hold
21,422
– – 0.93% 38
2023
Q2 		$991K Sell
21,422
-283
-1% -$12.8K 0.88% 38
2023
Q1 		$989K Buy
21,705
+3,090
+17% +$142K 0.95% 33
2022
Q4 		$868K Buy
+18,615
New +$843K 0.94% 37

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dover Advisors's MO Position: Q2 2026 in Review

Dover Advisors sold out of Altria Group (MO) in Q2 2026, closing a stake of 9,949 shares — an estimated $667K sold.

Dover Advisors first reported a position in MO in Q4 2022 and held it in 14 quarters. The position peaked at $991K in Q2 2023. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Dover Advisors reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Dover Advisors sold 9,949 Altria Group shares in Q2 2026, an estimated $667K.
  • Dover Advisors first reported a position in Altria Group in Q4 2022 and held it in 14 quarters.
  • Dover Advisors's Altria Group position peaked at $991K in Q2 2023.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.