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Financial Sense Advisors’s Altria Group MO Stock Holding History

Financial Sense 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
Q1 		$1.29M Sell
19,542
-71,371
-79% -$4.59M 0.26% 66
2025
Q4 		$5.24M Sell
90,913
-863
-0.9% -$52.1K 0.96% 28
2025
Q3 		$6.06M Sell
91,776
-1,124
-1% -$71.2K 1.03% 24
2025
Q2 		$5.45M Sell
92,900
-30,282
-25% -$1.78M 1.28% 19
2025
Q1 		$7.39M Buy
123,182
+31,558
+34% +$1.72M 2.07% 11
2024
Q4 		$4.79M Buy
91,624
+31,146
+51% +$1.66M 1.58% 14
2024
Q3 		$3.09M Buy
60,478
+1,626
+3% +$82.2K 0.84% 26
2024
Q2 		$2.68M Buy
58,852
+10,862
+23% +$482K 0.82% 35
2024
Q1 		$2.09M Sell
47,990
-1,353
-3% -$56.1K 0.69% 39
2023
Q4 		$1.99M Buy
49,343
+1,535
+3% +$63.5K 0.74% 36
2023
Q3 		$2.01M Sell
47,808
-1,826
-4% -$80.7K 0.85% 31
2023
Q2 		$2.25M Buy
49,634
+2,460
+5% +$111K 0.95% 31
2023
Q1 		$2.1M Buy
47,174
+5,068
+12% +$233K 0.93% 36
2022
Q4 		$1.92M Buy
42,106
+6,776
+19% +$307K 0.79% 34
2022
Q3 		$1.43M Sell
35,330
-71
-0.2% -$3.1K 0.6% 33
2022
Q2 		$1.48M Buy
+35,401
New +$1.83M 0.54% 45
2022
Q1 		– Sell
-31,717
Closed -$1.5M – 117
2021
Q4 		$1.5M Buy
31,717
+241
+0.8% +$11K 0.52% 47
2021
Q3 		$1.43M Buy
31,476
+6,550
+26% +$316K 0.48% 37
2021
Q2 		$1.19M Buy
24,926
+1,583
+7% +$77.8K 0.37% 45
2021
Q1 		$1.19M Buy
23,343
+2,538
+12% +$114K 0.4% 43
2020
Q4 		$853K Buy
20,805
+193
+0.9% +$7.75K 0.31% 54
2020
Q3 		$796K Buy
20,612
+8,165
+66% +$340K 0.32% 53
2020
Q2 		$489K Sell
12,447
-7
-0.1% -$273 0.17% 68
2020
Q1 		$482K Buy
+12,454
New +$553K 0.22% 64
2018
Q4 		– Sell
-127,528
Closed -$7.69M – 60
2018
Q3 		$7.69M Buy
127,528
+71,266
+127% +$4.23M 3.25% 10
2018
Q2 		$3.19M Buy
56,262
+52,762
+1,507% +$3.04M 2.23% 13
2018
Q1 		$218K Hold
3,500
– – 0.11% 73
2017
Q4 		$250K Sell
3,500
-485
-12% -$32.5K 0.12% 71
2017
Q3 		$253K Sell
3,985
-17,601
-82% -$1.17M 0.13% 64
2017
Q2 		$1.61M Sell
21,586
-189
-0.9% -$13.8K 0.84% 22
2017
Q1 		$1.55M Sell
21,775
-20,112
-48% -$1.46M 0.93% 25
2016
Q4 		$2.83M Buy
41,887
+6,958
+20% +$448K 1.81% 21
2016
Q3 		$2.21M Sell
34,929
-7,081
-17% -$471K 1.44% 23
2016
Q2 		$2.9M Sell
42,010
-229
-0.5% -$14.7K 1.63% 23
2016
Q1 		$2.65M Sell
42,239
-767
-2% -$46.4K 1.54% 23
2015
Q4 		$2.5M Buy
+43,006
New +$2.49M 1.17% 28
2014
Q1 		– Sell
-8,308
Closed -$318K – 124
2013
Q4 		$318K Sell
8,308
-1,731
-17% -$63.9K 0.13% 95
2013
Q3 		$344K Sell
10,039
-65,513
-87% -$2.31M 0.15% 100
2013
Q2 		$2.64M Buy
+75,552
New +$2.71M 1.18% 26

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 Sense Advisors's MO Position: Q1 2026 in Review

Financial Sense Advisors reduced its Altria Group (MO) stake by 79% in Q1 2026, selling an estimated $4.59M and leaving 19,542 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #66.

Financial Sense Advisors first reported a position in MO in Q2 2013 and has held it in 39 quarters since. The position peaked at $7.69M in Q3 2018. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Financial Sense Advisors held 19,542 shares of Altria Group worth $1.29M as of Q1 2026.
  • Financial Sense Advisors sold 71,371 Altria Group shares in Q1 2026, an estimated $4.59M.
  • Altria Group made up 0.26% of Financial Sense Advisors's portfolio in Q1 2026, its #66 holding.
  • Financial Sense Advisors first reported a position in Altria Group in Q2 2013 and has held it in 39 quarters since.
  • Financial Sense Advisors's Altria Group position peaked at $7.69M in Q3 2018.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Financial Sense Advisors's 13F filing for Q1 2026, filed 14 May 2026.