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Garden State Investment Advisory Services’s Altria Group MO Stock Holding History

Garden State Investment Advisory Services’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 		$717K Sell
9,969
-487
-5% -$34K 0.13% 140
2026
Q1 		$690K Buy
10,456
+76
+0.7% +$4.89K 0.15% 122
2025
Q4 		$599K Sell
10,380
-541
-5% -$32.7K 0.13% 134
2025
Q3 		$721K Sell
10,921
-165
-1% -$10.5K 0.16% 115
2025
Q2 		$650K Sell
11,086
-249
-2% -$14.6K 0.16% 120
2025
Q1 		$681K Sell
11,335
-29
-0.3% -$1.58K 0.22% 89
2024
Q4 		$595K Sell
11,364
-877
-7% -$46.7K 0.18% 102
2024
Q3 		$625K Sell
12,241
-775
-6% -$39.2K 0.2% 97
2024
Q2 		$593K Sell
13,016
-1,574
-11% -$69.8K 0.2% 93
2024
Q1 		$631K Buy
14,590
+552
+4% +$22.9K 0.23% 93
2023
Q4 		$566K Buy
14,038
+1,529
+12% +$63.2K 0.23% 95
2023
Q3 		$526K Buy
12,509
+1,433
+13% +$63.3K 0.24% 87
2023
Q2 		$502K Buy
11,076
+670
+6% +$30.3K 0.2% 93
2023
Q1 		$465K Sell
10,406
-218
-2% -$10K 0.2% 96
2022
Q4 		$486K Buy
+10,624
New +$481K 0.29% 76

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

Garden State Investment Advisory Services's MO Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Altria Group (MO) stake by 4.7% in Q2 2026, selling an estimated $34K and leaving 9,969 shares worth $717K. The position accounts for 0.13% of the portfolio, ranked #140.

Garden State Investment Advisory Services first reported a position in MO in Q4 2022 and has held it in 15 quarters since. The position peaked at $721K in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Garden State Investment Advisory Services held 9,969 shares of Altria Group worth $717K as of Q2 2026.
  • Garden State Investment Advisory Services sold 487 Altria Group shares in Q2 2026, an estimated $34K.
  • Altria Group made up 0.13% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #140 holding.
  • Garden State Investment Advisory Services first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • Garden State Investment Advisory Services's Altria Group position peaked at $721K in Q3 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.