Foundations Investment Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.8M | Buy |
456,035
+48,286
| +12% | +$3.37M | 0.34% | 71 |
|
|
2026
Q1 | $26.9M | Buy |
407,749
+13,350
| +3% | +$859K | 0.33% | 73 |
|
|
2025
Q4 | $22.7M | Buy |
394,399
+65,974
| +20% | +$3.98M | 0.3% | 77 |
|
|
2025
Q3 | $21.7M | Buy |
328,425
+14,884
| +5% | +$943K | 0.32% | 70 |
|
|
2025
Q2 | $18.4M | Buy |
313,541
+69,526
| +28% | +$4.08M | 0.29% | 86 |
|
|
2025
Q1 | $14.6M | Sell |
244,015
-14,595
| -6% | -$797K | 0.27% | 95 |
|
|
2024
Q4 | $13.5M | Buy |
258,610
+34,434
| +15% | +$1.83M | 0.26% | 86 |
|
|
2024
Q3 | $11.4M | Buy |
224,176
+121,083
| +117% | +$6.12M | 0.24% | 94 |
|
|
2024
Q2 | $4.7M | Buy |
103,093
+6,729
| +7% | +$299K | 0.11% | 141 |
|
|
2024
Q1 | $4.2M | Buy |
96,364
+1,608
| +2% | +$66.7K | 0.11% | 152 |
|
|
2023
Q4 | $3.95M | Sell |
94,756
-1,551
| -2% | -$64.1K | 0.11% | 145 |
|
|
2023
Q3 | $4.05M | Buy |
96,307
+8,545
| +10% | +$378K | 0.12% | 134 |
|
|
2023
Q2 | $3.98M | Buy |
87,762
+71,918
| +454% | +$3.26M | 0.13% | 111 |
|
|
2023
Q1 | $707K | Buy |
15,844
+201
| +1% | +$9.24K | 0.03% | 274 |
|
|
2022
Q4 | $715K | Buy |
15,643
+5,169
| +49% | +$234K | 0.03% | 231 |
|
|
2022
Q3 | $423K | Sell |
10,474
-1,045
| -9% | -$45.6K | 0.02% | 278 |
|
|
2022
Q2 | $474K | Buy |
11,519
+105
| +0.9% | +$5.44K | 0.02% | 237 |
|
|
2022
Q1 | $628K | Buy |
11,414
+421
| +4% | +$21.4K | 0.02% | 170 |
|
|
2021
Q4 | $544K | Buy |
10,993
+837
| +8% | +$38.4K | 0.02% | 191 |
|
|
2021
Q3 | $469K | Buy |
10,156
+960
| +10% | +$46.4K | 0.02% | 190 |
|
|
2021
Q2 | $436K | Sell |
9,196
-331
| -3% | -$16.3K | 0.02% | 180 |
|
|
2021
Q1 | $487K | Buy |
9,527
+275
| +3% | +$12.3K | 0.03% | 137 |
|
|
2020
Q4 | $385K | Buy |
9,252
+778
| +9% | +$31.2K | 0.03% | 132 |
|
|
2020
Q3 | $330K | Buy |
8,474
+1,393
| +20% | +$58K | 0.07% | 131 |
|
|
2020
Q2 | $279K | Buy |
7,081
+56
| +0.8% | +$2.19K | 0.02% | 143 |
|
|
2020
Q1 | $264K | Buy |
7,025
+103
| +1% | +$4.57K | 0.03% | 96 |
|
|
2019
Q4 | $345K | Sell |
6,922
-151
| -2% | -$7.12K | 0.04% | 106 |
|
|
2019
Q3 | $289K | Buy |
7,073
+14
| +0.2% | +$644 | 0.04% | 106 |
|
|
2019
Q2 | $347K | Buy |
7,059
+122
| +2% | +$6.39K | 0.05% | 93 |
|
|
2019
Q1 | $398K | Sell |
6,937
-93
| -1% | -$4.75K | 0.07% | 69 |
|
|
2018
Q4 | $345K | Sell |
7,030
-2,514
| -26% | -$146K | 0.07% | 80 |
|
|
2018
Q3 | $576K | Buy |
+9,544
| New | +$567K | 0.14% | 61 |
|
Other funds holding MO
Foundations Investment Advisors's MO Position: Q2 2026 in Review
Foundations Investment Advisors increased its Altria Group (MO) stake by 12% in Q2 2026, buying an estimated $3.37M and bringing the position to 456,035 shares worth $32.8M. The position accounts for 0.34% of the portfolio, ranked #71.
Foundations Investment Advisors first reported a position in MO in Q3 2018 and has held it in 32 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Foundations Investment Advisors held 456,035 shares of Altria Group worth $32.8M as of Q2 2026.
- Foundations Investment Advisors bought 48,286 Altria Group shares in Q2 2026, an estimated $3.37M.
- Altria Group made up 0.34% of Foundations Investment Advisors's portfolio in Q2 2026, its #71 holding.
- Foundations Investment Advisors first reported a position in Altria Group in Q3 2018 and has held it in 32 quarters since.
- 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.