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Innovative Asset Advisors Group’s Altria Group MO Stock Holding History

Innovative Asset Advisors Group’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 		$203K Buy
2,785
+1,074
+63% +$75K 0.09% 177
2026
Q1 		$115K Buy
+1,711
New +$110K 0.07% 189

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Innovative Asset Advisors Group's MO Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Altria Group (MO) stake by 63% in Q2 2026, buying an estimated $75K and bringing the position to 2,785 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #177.

Innovative Asset Advisors Group first reported a position in MO in Q1 2026 and has held it in 2 quarters since. 2,462 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Innovative Asset Advisors Group held 2,785 shares of Altria Group worth $203K as of Q2 2026.
  • Innovative Asset Advisors Group bought 1,074 Altria Group shares in Q2 2026, an estimated $75K.
  • Altria Group made up 0.09% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #177 holding.
  • Innovative Asset Advisors Group first reported a position in Altria Group in Q1 2026 and has held it in 2 quarters since.
  • 2,462 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.