Gratus Wealth Advisors’s Altria Group MO Stock Holding History

Gratus Wealth 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	$399K	Buy	5,546 +11	+0.2%	+$768	0.05%	101
2026 Q1	$365K	Buy	5,535 +13	+0.2%	+$836	0.05%	105
2025 Q4	$318K	Buy	5,522 +12	+0.2%	+$725	0.04%	110
2025 Q3	$364K	Hold	5,510	–	–	0.05%	109
2025 Q2	$323K	Hold	5,510	–	–	0.05%	110
2025 Q1	$331K	Hold	5,510	–	–	0.05%	107
2024 Q4	$288K	Hold	5,510	–	–	0.05%	112
2024 Q3	$275K	Hold	5,510	–	–	0.04%	121
2024 Q2	$272K	Hold	5,510	–	–	0.05%	119
2024 Q1	$228K	Sell	5,510 -395	-7%	-$16.4K	0.04%	124
2023 Q4	$238K	Buy	+5,905	New	+$244K	0.05%	124

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gratus Wealth Advisors's MO Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Altria Group (MO) stake by 0.2% in Q2 2026, buying an estimated $768 and bringing the position to 5,546 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #101.

Gratus Wealth Advisors first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 1,156 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Gratus Wealth Advisors held 5,546 shares of Altria Group worth $399K as of Q2 2026.
Gratus Wealth Advisors bought 11 Altria Group shares in Q2 2026, an estimated $768.
Altria Group made up 0.05% of Gratus Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Gratus Wealth Advisors first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
1,156 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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