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 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	$9.54K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFS Advisors's MO Position: Q2 2026 in Review

IFS Advisors held its Altria Group (MO) position steady in Q2 2026 at 1,240 shares worth $89.2K. The position accounts for 0.04% of the portfolio, ranked #46.

IFS Advisors first reported a position in MO in Q4 2020 and has held it in 20 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

IFS Advisors held 1,240 shares of Altria Group worth $89.2K as of Q2 2026.
IFS Advisors left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.04% of IFS Advisors's portfolio in Q2 2026, its #46 holding.
IFS Advisors first reported a position in Altria Group in Q4 2020 and has held it in 20 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.