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GHP Investment Advisors’s Altria Group MO Stock Holding History

GHP Investment 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 		$170K Sell
2,366
-72
-3% -$5.03K 0.01% 415
2026
Q1 		$161K Sell
2,438
-421
-15% -$27.1K 0.01% 411
2025
Q4 		$165K Buy
2,859
+289
+11% +$17.4K 0.01% 405
2025
Q3 		$170K Buy
2,570
+10
+0.4% +$634 0.01% 398
2025
Q2 		$150K Buy
2,560
+10
+0.4% +$587 0.01% 401
2025
Q1 		$153K Buy
2,550
+11
+0.4% +$601 0.01% 394
2024
Q4 		$133K Sell
2,539
-41
-2% -$2.18K 0.01% 411
2024
Q3 		$132K Buy
2,580
+186
+8% +$9.4K 0.01% 416
2024
Q2 		$109K Buy
2,394
+11
+0.5% +$488 0.01% 424
2024
Q1 		$104K Sell
2,383
-214
-8% -$8.87K 0.01% 429
2023
Q4 		$105K Sell
2,597
-337
-11% -$13.9K 0.01% 427
2023
Q3 		$125K Buy
2,934
+299
+11% +$13.2K 0.01% 410
2023
Q2 		$115K Sell
2,635
-70
-3% -$3.17K 0.01% 422
2023
Q1 		$121K Buy
2,705
+8
+0.3% +$368 0.01% 418
2022
Q4 		$123K Buy
2,697
+153
+6% +$6.93K 0.01% 413
2022
Q3 		$103K Buy
2,544
+2
+0.1% +$87 0.01% 420
2022
Q2 		$106K Sell
2,542
-686
-21% -$35.5K 0.01% 413
2022
Q1 		$169K Buy
+3,228
New +$164K 0.01% 378
2018
Q1 		– Sell
-2,916
Closed -$208K – 301
2017
Q4 		$208K Buy
+2,916
New +$195K 0.03% 294
2017
Q2 		– Sell
-3,275
Closed -$234K – 301
2017
Q1 		$234K Buy
3,275
+2
+0.1% +$145 0.04% 277
2016
Q4 		$221K Buy
+3,273
New +$211K 0.04% 272

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

GHP Investment Advisors's MO Position: Q2 2026 in Review

GHP Investment Advisors reduced its Altria Group (MO) stake by 3% in Q2 2026, selling an estimated $5.03K and leaving 2,366 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #415.

GHP Investment Advisors first reported a position in MO in Q4 2016 and has held it in 21 quarters since. The position peaked at $234K in Q1 2017. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • GHP Investment Advisors held 2,366 shares of Altria Group worth $170K as of Q2 2026.
  • GHP Investment Advisors sold 72 Altria Group shares in Q2 2026, an estimated $5.03K.
  • Altria Group made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #415 holding.
  • GHP Investment Advisors first reported a position in Altria Group in Q4 2016 and has held it in 21 quarters since.
  • GHP Investment Advisors's Altria Group position peaked at $234K in Q1 2017.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.