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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFS Advisors's MO Position: Q1 2026 in Review

IFS Advisors increased its Altria Group (MO) stake by 446% in Q1 2026, buying an estimated $65.2K and bringing the position to 1,240 shares worth $81.8K. The position accounts for 0.04% of the portfolio, ranked #42.

IFS Advisors first reported a position in MO in Q4 2020 and has held it in 19 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

IFS Advisors held 1,240 shares of Altria Group worth $81.8K as of Q1 2026.
IFS Advisors bought 1,013 Altria Group shares in Q1 2026, an estimated $65.2K.
Altria Group made up 0.04% of IFS Advisors's portfolio in Q1 2026, its #42 holding.
IFS Advisors first reported a position in Altria Group in Q4 2020 and has held it in 19 quarters since.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.