GA
MO icon

GoalVest Advisory’s Altria Group MO Stock Holding History

GoalVest Advisory’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 		$1.53M Sell
21,275
-337
-2% -$23.5K 0.28% 47
2026
Q1 		$1.43M Sell
21,612
-3,023
-12% -$195K 0.28% 62
2025
Q4 		$1.42M Sell
24,635
-3,512
-12% -$212K 0.27% 59
2025
Q3 		$1.86M Sell
28,147
-587
-2% -$37.2K 0.39% 41
2025
Q2 		$1.68M Buy
28,734
+815
+3% +$47.9K 0.42% 40
2025
Q1 		$1.68M Buy
27,919
+2,480
+10% +$135K 0.46% 42
2024
Q4 		$1.33M Sell
25,439
-1,339
-5% -$71.3K 0.36% 49
2024
Q3 		$1.37M Buy
26,778
+1,774
+7% +$89.7K 0.39% 46
2024
Q2 		$1.14M Sell
25,004
-1,212
-5% -$53.8K 0.36% 49
2024
Q1 		$1.14M Buy
26,216
+2,376
+10% +$98.5K 0.38% 52
2023
Q4 		$962K Buy
23,840
+2,349
+11% +$97.1K 0.42% 41
2023
Q3 		$904K Buy
21,491
+2,460
+13% +$109K 0.45% 41
2023
Q2 		$862K Sell
19,031
-5,719
-23% -$259K 0.45% 47
2023
Q1 		$1.1M Buy
24,750
+1,818
+8% +$83.6K 0.65% 42
2022
Q4 		$1.05M Buy
22,932
+1,708
+8% +$77.4K 0.68% 39
2022
Q3 		$857K Sell
21,224
-375
-2% -$16.4K 0.6% 48
2022
Q2 		$901K Buy
21,599
+17,153
+386% +$888K 0.57% 53
2022
Q1 		$232K Buy
+4,446
New +$226K 0.13% 106

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GoalVest Advisory's MO Position: Q2 2026 in Review

GoalVest Advisory reduced its Altria Group (MO) stake by 1.6% in Q2 2026, selling an estimated $23.5K and leaving 21,275 shares worth $1.53M. The position accounts for 0.28% of the portfolio, ranked #47.

GoalVest Advisory first reported a position in MO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.86M in Q3 2025. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • GoalVest Advisory held 21,275 shares of Altria Group worth $1.53M as of Q2 2026.
  • GoalVest Advisory sold 337 Altria Group shares in Q2 2026, an estimated $23.5K.
  • Altria Group made up 0.28% of GoalVest Advisory's portfolio in Q2 2026, its #47 holding.
  • GoalVest Advisory first reported a position in Altria Group in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's Altria Group position peaked at $1.86M in Q3 2025.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.