Shah Wealth Advisors, LLC’s Altria Group MO Stock Holding History

Shah Wealth Advisors, LLC’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	$1.21M	Buy	+16,800	New	+$1.17M	0.28%	34

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Shah Wealth Advisors, LLC's MO Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Altria Group (MO) in Q2 2026: 16,800 shares worth $1.21M. The stake represents 0.28% of the portfolio and ranks #34 among its holdings.

1,775 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Shah Wealth Advisors, LLC held 16,800 shares of Altria Group worth $1.21M as of Q2 2026.
Altria Group was a new Shah Wealth Advisors, LLC position in Q2 2026.
Altria Group made up 0.28% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #34 holding.
1,775 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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