IAM Advisory’s Altria Group MO Stock Holding History

IAM 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	$324K	Buy	4,506 +15	+0.3%	+$1.05K	0.06%	83
2026 Q1	$296K	Buy	4,491 +18	+0.4%	+$1.16K	0.07%	84
2025 Q4	$258K	Buy	4,473 +14	+0.3%	+$845	0.06%	86
2025 Q3	$295K	Buy	4,459 +507	+13%	+$32.1K	0.07%	84
2025 Q2	$232K	Buy	3,952 +7	+0.2%	+$411	0.06%	91
2025 Q1	$237K	Buy	3,945 +8	+0.2%	+$437	0.06%	95
2024 Q4	$206K	Buy	3,937 +8	+0.2%	+$426	0.05%	100
2024 Q3	$201K	Buy	+3,929	New	+$199K	0.05%	102
2022 Q4	–	Sell	-6,607	Closed	-$267K	–	86
2022 Q3	$267K	Buy	6,607 +10	+0.2%	+$436	0.11%	66
2022 Q2	$276K	Buy	6,597 +7	+0.1%	+$362	0.11%	68
2022 Q1	$344K	Buy	+6,590	New	+$336K	0.14%	64
2021 Q2	–	Sell	-6,565	Closed	-$318K	–	77
2021 Q1	$318K	Buy	6,565 +7	+0.1%	+$314	0.14%	56
2020 Q4	$275K	Buy	+6,558	New	+$263K	0.14%	57

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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return