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Flagship Wealth Advisors’s Altria Group MO Stock Holding History

Flagship Wealth 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 		$93.5K Buy
1,300
+200
+18% +$14K 0.02% 210
2026
Q1 		$64.5K Hold
1,100
– – 0.03% 175
2025
Q4 		$63.4K Sell
1,100
-12
-1% -$725 0.02% 197
2025
Q3 		$73.5K Buy
1,112
+12
+1% +$760 0.02% 191
2025
Q2 		$64.5K Hold
1,100
– – 0.02% 189
2025
Q1 		$66K Hold
1,100
– – 0.03% 181
2024
Q4 		$57.5K Buy
+1,100
New +$58.6K 0.03% 179

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Flagship Wealth Advisors's MO Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Altria Group (MO) stake by 18% in Q2 2026, buying an estimated $14K and bringing the position to 1,300 shares worth $93.5K. The position accounts for 0.02% of the portfolio, ranked #210.

Flagship Wealth Advisors first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Flagship Wealth Advisors held 1,300 shares of Altria Group worth $93.5K as of Q2 2026.
  • Flagship Wealth Advisors bought 200 Altria Group shares in Q2 2026, an estimated $14K.
  • Altria Group made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • Flagship Wealth Advisors first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.