Elevated Capital Advisors’s Altria Group MO Stock Holding History

Elevated Capital 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	$412K	Sell	5,726 -6,460	-53%	-$451K	0.11%	150
2026 Q1	$804K	Buy	12,186 +860	+8%	+$55.3K	0.2%	124
2025 Q4	$653K	Buy	11,326 +488	+5%	+$29.5K	0.15%	165
2025 Q3	$716K	Sell	10,838 -2,319	-18%	-$147K	0.18%	157
2025 Q2	$790K	Hold	13,157	–	–	0.22%	137
2025 Q1	$790K	Buy	13,157 +157	+1%	+$8.57K	0.22%	137
2024 Q4	$680K	Sell	13,000 -239	-2%	-$12.7K	0.19%	157
2024 Q3	$676K	Sell	13,239 -177	-1%	-$8.95K	0.18%	175
2024 Q2	$611K	Buy	+13,416	New	+$595K	0.17%	160
2023 Q3	–	Sell	-35,280	Closed	-$1.6M	–	178
2023 Q2	$1.6M	Buy	35,280 +482	+1%	+$21.8K	0.53%	69
2023 Q1	$1.55M	Buy	34,798 +433	+1%	+$19.9K	0.56%	66
2022 Q4	$1.57M	Buy	34,365 +1,735	+5%	+$78.6K	0.6%	60
2022 Q3	$1.32M	Buy	+32,630	New	+$1.42M	0.52%	65
2022 Q1	$1.34M	Buy	+25,599	New	+$1.3M	0.44%	78
2021 Q3	$960K	Buy	+21,097	New	+$1.02M	0.33%	95
2021 Q1	$912K	Sell	19,332 -317	-2%	-$14.2K	0.35%	94
2020 Q4	$806K	Sell	19,649 -1,408	-7%	-$56.5K	0.35%	97
2020 Q3	$834K	Sell	21,057 -481	-2%	-$20K	0.39%	96
2020 Q2	$943K	Buy	+21,538	New	+$840K	0.44%	82
2019 Q4	$273K	Buy	+5,461	New	+$258K	0.3%	91
2019 Q1	$527K	Buy	+12,888	New	+$659K	0.35%	99

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

Elevated Capital Advisors's MO Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Altria Group (MO) stake by 53% in Q2 2026, selling an estimated $451K and leaving 5,726 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #150.

Elevated Capital Advisors first reported a position in MO in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.6M in Q2 2023. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Elevated Capital Advisors held 5,726 shares of Altria Group worth $412K as of Q2 2026.
Elevated Capital Advisors sold 6,460 Altria Group shares in Q2 2026, an estimated $451K.
Altria Group made up 0.11% of Elevated Capital Advisors's portfolio in Q2 2026, its #150 holding.
Elevated Capital Advisors first reported a position in Altria Group in Q1 2019 and has held it in 21 quarters since.
Elevated Capital Advisors's Altria Group position peaked at $1.6M in Q2 2023.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.