IFS Advisors’s Altria Group MO Stock Holding History

IFS 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 Q3	$83.5K	Hold	1,240	–	–	0.03%	172
2026 Q2	$89.2K	Hold	1,240	–	–	0.04%	46
2026 Q1	$81.8K	Buy	1,240 +1,013	+446%	+$65.2K	0.04%	42
2025 Q4	$13.1K	Hold	227	–	–	0.01%	86
2025 Q3	$15K	Hold	227	–	–	0.01%	79
2025 Q2	$13.3K	Sell	227 -750	-77%	-$44K	0.01%	74
2025 Q1	$58.6K	Hold	977	–	–	0.05%	42
2024 Q4	$51.1K	Buy	977 +750	+330%	+$40K	0.04%	41
2024 Q3	$11.6K	Hold	227	–	–	0.01%	62
2024 Q2	$10.3K	Hold	227	–	–	0.01%	65
2024 Q1	$9.9K	Hold	227	–	–	0.01%	68
2023 Q4	$9.16K	Hold	227	–	–	0.01%	64
2023 Q3	$9.5K	Hold	227	–	–	0.02%	63
2023 Q2	$10.3K	Hold	227	–	–	0.03%	60
2023 Q1	$10.1K	Hold	227	–	–	0.04%	51
2022 Q4	$10.4K	Hold	227	–	–	0.02%	53
2022 Q3	$9K	Hold	227	–	–	0.02%	49
2022 Q2	$9K	Hold	227	–	–	0.02%	50
2022 Q1	$11K	Hold	227	–	–	0.01%	56
2021 Q4	$10K	Buy	+227	New	+$10.4K	0.01%	67
2021 Q1	–	Sell	-227	Closed	-$9K	–	101
2020 Q4	$9K	Buy	+227	New	+$9.11K	0.01%	107

Other funds holding MO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IFS Advisors's MO Position: Q3 2026 in Review

IFS Advisors held its Altria Group (MO) position steady in Q3 2026 at 1,240 shares worth $83.5K. The position accounts for 0.03% of the portfolio, ranked #172.

IFS Advisors first reported a position in MO in Q4 2020 and has held it in 21 quarters since. The position peaked at $89.2K in Q2 2026. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

IFS Advisors held 1,240 shares of Altria Group worth $83.5K as of Q3 2026.
IFS Advisors left its Altria Group share count unchanged in Q3 2026.
Altria Group made up 0.03% of IFS Advisors's portfolio in Q3 2026, its #172 holding.
IFS Advisors first reported a position in Altria Group in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's Altria Group position peaked at $89.2K in Q2 2026.
1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.