GM Advisory Group’s Altria Group MO Stock Holding History

GM Advisory Group’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 Q1	$1.18M	Buy	17,841 +2,630	+17%	+$169K	0.05%	154
2025 Q4	$877K	Buy	15,211 +33	+0.2%	+$1.99K	0.03%	174
2025 Q3	$1M	Buy	15,178 +54	+0.4%	+$3.42K	0.04%	146
2025 Q2	$887K	Sell	15,124 -24,385	-62%	-$1.43M	0.04%	153
2025 Q1	$2.37M	Buy	39,509 +39	+0.1%	+$2.13K	0.13%	74
2024 Q4	$2.06M	Sell	39,470 -161	-0.4%	-$8.58K	0.11%	83
2024 Q3	$2.02M	Buy	39,631 +5,039	+15%	+$255K	0.12%	79
2024 Q2	$1.58M	Buy	34,592 +2,041	+6%	+$90.5K	0.1%	89
2024 Q1	$1.42M	Sell	32,551 -5,775	-15%	-$239K	0.1%	88
2023 Q4	$1.55M	Buy	38,326 +3,614	+10%	+$149K	0.12%	72
2023 Q3	$1.46M	Buy	34,712 +3,375	+11%	+$149K	0.12%	65
2023 Q2	$1.42M	Buy	31,337 +411	+1%	+$18.6K	0.12%	66
2023 Q1	$1.38M	Buy	30,926 +4,638	+18%	+$213K	0.13%	65
2022 Q4	$1.2M	Buy	26,288 +2,370	+10%	+$107K	0.13%	62
2022 Q3	$966K	Hold	23,918	–	–	0.12%	65
2022 Q2	$999K	Buy	23,918 +1,000	+4%	+$51.8K	0.16%	67
2022 Q1	$1.2M	Buy	22,918 +550	+2%	+$28K	0.14%	77
2021 Q4	$1.06M	Hold	22,368	–	–	0.09%	93
2021 Q3	$1.02M	Buy	22,368 +2,000	+10%	+$96.6K	0.1%	96
2021 Q2	$971K	Hold	20,368	–	–	0.1%	96
2021 Q1	$1.04M	Sell	20,368 -3,380	-14%	-$151K	0.13%	80
2020 Q4	$974K	Sell	23,748 -534	-2%	-$21.4K	0.13%	72
2020 Q3	$938K	Buy	24,282 +1,011	+4%	+$42.1K	0.14%	67
2020 Q2	$913K	Sell	23,271 -389	-2%	-$15.2K	0.17%	64
2020 Q1	$915K	Buy	+23,660	New	+$1.05M	0.25%	55
2019 Q4	–	Sell	-25,268	Closed	-$1.03M	–	113
2019 Q3	$1.03M	Buy	25,268 +3,551	+16%	+$163K	0.32%	35
2019 Q2	$1.03M	Sell	21,717 -304	-1%	-$15.9K	0.32%	39
2019 Q1	$1.26M	Buy	22,021 +2,034	+10%	+$104K	0.42%	36
2018 Q4	$987K	Hold	19,987	–	–	0.37%	36
2018 Q3	$1.21M	Buy	19,987 +253	+1%	+$15K	0.38%	42
2018 Q2	$1.12M	Buy	19,734 +17	+0.1%	+$980	0.33%	43
2018 Q1	$1.23M	Hold	19,717	–	–	0.37%	41
2017 Q4	$1.41M	Hold	19,717	–	–	0.38%	39
2017 Q3	$1.25M	Sell	19,717 -12	-0.1%	-$800	0.38%	39
2017 Q2	$1.48M	Buy	19,729 +16,337	+482%	+$1.2M	0.47%	33
2017 Q1	$244K	Hold	3,392	–	–	0.08%	88
2016 Q4	$231K	Buy	+3,392	New	+$218K	0.08%	96
2015 Q1	–	Sell	-4,467	Closed	-$220K	–	62
2014 Q4	$220K	Sell	4,467 -28	-0.6%	-$1.36K	0.12%	63
2014 Q3	$207K	Sell	4,495 -1,476	-25%	-$63.2K	0.16%	64
2014 Q2	$250K	Sell	5,971 -813	-12%	-$32.7K	0.22%	56
2014 Q1	$259K	Hold	6,784	–	–	0.2%	61
2013 Q4	$260K	Buy	+6,784	New	+$250K	0.27%	51

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GM Advisory Group's MO Position: Q1 2026 in Review

GM Advisory Group increased its Altria Group (MO) stake by 17% in Q1 2026, buying an estimated $169K and bringing the position to 17,841 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #154.

GM Advisory Group first reported a position in MO in Q4 2013 and has held it in 42 quarters since. The position peaked at $2.37M in Q1 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

GM Advisory Group held 17,841 shares of Altria Group worth $1.18M as of Q1 2026.
GM Advisory Group bought 2,630 Altria Group shares in Q1 2026, an estimated $169K.
Altria Group made up 0.05% of GM Advisory Group's portfolio in Q1 2026, its #154 holding.
GM Advisory Group first reported a position in Altria Group in Q4 2013 and has held it in 42 quarters since.
GM Advisory Group's Altria Group position peaked at $2.37M in Q1 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.