Financial Security Advisor’s Altria Group MO Stock Holding History

Financial Security Advisor’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	$6.76M	Sell	92,622 -2,698	-3%	-$188K	1.1%	20
2026 Q1	$6.39M	Sell	95,320 -1,584	-2%	-$102K	1.17%	18
2025 Q4	$5.69M	Sell	96,904 -1,969	-2%	-$119K	1.1%	16
2025 Q3	$6.64M	Sell	98,873 -316	-0.3%	-$20K	1.41%	14
2025 Q2	$5.92M	Buy	99,189 +536	+0.5%	+$31.5K	1.36%	15
2025 Q1	$5.92M	Buy	98,653 +2,357	+2%	+$129K	1.5%	13
2024 Q4	$5.04M	Buy	96,296 +4,389	+5%	+$234K	1.28%	14
2024 Q3	$4.78M	Buy	91,907 +1,179	+1%	+$59.6K	1.19%	13
2024 Q2	$4.22M	Buy	90,728 +3,939	+5%	+$175K	1.41%	14
2024 Q1	$3.79M	Buy	86,789 +5,484	+7%	+$227K	1.32%	16
2023 Q4	$3.36M	Buy	81,305 +1,135	+1%	+$46.9K	1.32%	16
2023 Q3	$3.45M	Buy	+80,170	New	+$3.54M	1.59%	13

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

Financial Security Advisor's MO Position: Q2 2026 in Review

Financial Security Advisor reduced its Altria Group (MO) stake by 2.8% in Q2 2026, selling an estimated $188K and leaving 92,622 shares worth $6.76M. The position accounts for 1.1% of the portfolio, ranked #20.

Financial Security Advisor first reported a position in MO in Q3 2023 and has held it in 12 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Financial Security Advisor held 92,622 shares of Altria Group worth $6.76M as of Q2 2026.
Financial Security Advisor sold 2,698 Altria Group shares in Q2 2026, an estimated $188K.
Altria Group made up 1.1% of Financial Security Advisor's portfolio in Q2 2026, its #20 holding.
Financial Security Advisor first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.