IMA Advisory Services’s Altria Group MO Stock Holding History

IMA Advisory Services’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	$18.5K	Buy	255 +179	+236%	+$12.5K	﹤0.01%	642
2026 Q1	$5.09K	Buy	76 +8	+12%	+$515	﹤0.01%	400
2025 Q4	$3.99K	Buy	68 +56	+467%	+$3.38K	﹤0.01%	489
2025 Q3	$805	Hold	12	–	–	﹤0.01%	376
2025 Q2	$716	Buy	+12	New	+$705	﹤0.01%	371
2020 Q4	–	Sell	-28	Closed	-$1K	–	306
2020 Q3	$1K	Buy	+28	New	+$1.17K	﹤0.01%	282
2019 Q4	–	Sell	-1,800	Closed	-$74K	–	283
2019 Q3	$74K	Hold	1,800	–	–	0.03%	137
2019 Q2	$85K	Sell	1,800 -400	-18%	-$20.9K	0.03%	132
2019 Q1	$126K	Buy	2,200 +400	+22%	+$20.4K	0.05%	120
2018 Q4	$89K	Hold	1,800	–	–	0.04%	137
2018 Q3	$109K	Sell	1,800 -75	-4%	-$4.45K	0.04%	132
2018 Q2	$106K	Buy	+1,875	New	+$108K	0.04%	134

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 $3.38T AUM 44.17% 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

IMA Advisory Services's MO Position: Q2 2026 in Review

IMA Advisory Services increased its Altria Group (MO) stake by 236% in Q2 2026, buying an estimated $12.5K and bringing the position to 255 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

IMA Advisory Services first reported a position in MO in Q2 2018 and has held it in 12 quarters since. The position peaked at $126K in Q1 2019. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

IMA Advisory Services held 255 shares of Altria Group worth $18.5K as of Q2 2026.
IMA Advisory Services bought 179 Altria Group shares in Q2 2026, an estimated $12.5K.
Altria Group made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #642 holding.
IMA Advisory Services first reported a position in Altria Group in Q2 2018 and has held it in 12 quarters since.
IMA Advisory Services's Altria Group position peaked at $126K in Q1 2019.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.