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Financial Advisors Network’s Altria Group MO Stock Holding History

Financial Advisors Network’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 		$5.64M Sell
85,507
-5,424
-6% -$349K 0.78% 26
2025
Q4 		$5.24M Sell
90,931
-2,492
-3% -$150K 0.72% 27
2025
Q3 		$6.17M Sell
93,423
-1,418
-1% -$89.8K 0.87% 23
2025
Q2 		$5.56M Buy
94,841
+5,655
+6% +$332K 0.84% 28
2025
Q1 		$5.35M Buy
89,186
+75,550
+554% +$4.12M 0.89% 24
2024
Q4 		$713K Buy
+13,636
New +$726K 0.12% 82
2023
Q4 		$342K Buy
8,478
+3,601
+74% +$149K 0.07% 119
2023
Q3 		$205K Buy
+4,877
New +$215K 0.05% 152
2020
Q2 		– Sell
-5,328
Closed -$206K – 111
2020
Q1 		$206K Sell
5,328
-17,033
-76% -$756K 0.1% 96
2019
Q4 		$1.12M Buy
22,361
+38
+0.2% +$1.79K 0.51% 41
2019
Q3 		$913K Sell
22,323
-2,735
-11% -$126K 0.47% 43
2019
Q2 		$1.16M Buy
25,058
+1,104
+5% +$57.8K 0.62% 34
2019
Q1 		$1.18M Buy
23,954
+8,817
+58% +$451K 0.68% 28
2018
Q4 		$748K Buy
+15,137
New +$877K 0.47% 45
2018
Q2 		$702K Buy
+12,354
New +$712K 0.42% 50
2017
Q4 		$991K Sell
13,882
-424
-3% -$28.4K 0.67% 30
2017
Q3 		$907K Buy
14,306
+2,197
+18% +$146K 0.72% 31
2017
Q2 		$902K Buy
12,109
+140
+1% +$10.2K 0.75% 28
2017
Q1 		$846K Buy
11,969
+568
+5% +$41.1K 0.73% 29
2016
Q4 		$811K Buy
+11,401
New +$734K 0.69% 30

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advisors Network's MO Position: Q1 2026 in Review

Financial Advisors Network reduced its Altria Group (MO) stake by 6% in Q1 2026, selling an estimated $349K and leaving 85,507 shares worth $5.64M. The position accounts for 0.78% of the portfolio, ranked #26.

Financial Advisors Network first reported a position in MO in Q4 2016 and has held it in 20 quarters since. The position peaked at $6.17M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Financial Advisors Network held 85,507 shares of Altria Group worth $5.64M as of Q1 2026.
  • Financial Advisors Network sold 5,424 Altria Group shares in Q1 2026, an estimated $349K.
  • Altria Group made up 0.78% of Financial Advisors Network's portfolio in Q1 2026, its #26 holding.
  • Financial Advisors Network first reported a position in Altria Group in Q4 2016 and has held it in 20 quarters since.
  • Financial Advisors Network's Altria Group position peaked at $6.17M in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.