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 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 $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

IMA Advisory Services's MO Position: Q1 2026 in Review

IMA Advisory Services increased its Altria Group (MO) stake by 12% in Q1 2026, buying an estimated $515 and bringing the position to 76 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

IMA Advisory Services first reported a position in MO in Q2 2018 and has held it in 11 quarters since. The position peaked at $126K in Q1 2019. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

IMA Advisory Services held 76 shares of Altria Group worth $5.09K as of Q1 2026.
IMA Advisory Services bought 8 Altria Group shares in Q1 2026, an estimated $515.
Altria Group made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #400 holding.
IMA Advisory Services first reported a position in Altria Group in Q2 2018 and has held it in 11 quarters since.
IMA Advisory Services's Altria Group position peaked at $126K in Q1 2019.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.