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Insight Advisors’s Altria Group MO Stock Holding History

Insight 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 		$289K Sell
4,011
-47
-1% -$3.28K 0.05% 195
2026
Q1 		$268K Sell
4,058
-240
-6% -$15.4K 0.05% 194
2025
Q4 		$248K Buy
4,298
+32
+0.8% +$1.93K 0.04% 247
2025
Q3 		$282K Sell
4,266
-139
-3% -$8.81K 0.04% 228
2025
Q2 		$258K Buy
4,405
+9
+0.2% +$529 0.04% 238
2025
Q1 		$264K Buy
4,396
+23
+0.5% +$1.26K 0.05% 240
2024
Q4 		$228K Buy
4,373
+9
+0.2% +$479 0.04% 267
2024
Q3 		$223K Buy
+4,364
New +$221K 0.04% 273
2023
Q3 		– Sell
-4,585
Closed -$208K – 289
2023
Q2 		$208K Sell
4,585
-437
-9% -$19.8K 0.05% 262
2023
Q1 		$224K Sell
5,022
-3,188
-39% -$147K 0.05% 275
2022
Q4 		$374K Buy
8,210
+64
+0.8% +$2.9K 0.13% 208
2022
Q3 		$329K Buy
8,146
+2,650
+48% +$116K 0.13% 198
2022
Q2 		$242K Sell
5,496
-1,776
-24% -$92K 0.08% 261
2022
Q1 		$380K Buy
7,272
+1,000
+16% +$50.9K 0.11% 214
2021
Q4 		$297K Sell
6,272
-68
-1% -$3.12K 0.09% 253
2021
Q3 		$283K Hold
6,340
– – 0.08% 253
2021
Q2 		$303K Sell
6,340
-1,966
-24% -$96.6K 0.1% 249
2021
Q1 		$398K Buy
8,306
+1,610
+24% +$72.1K 0.13% 209
2020
Q4 		$275K Buy
+6,696
New +$269K 0.1% 221

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

Insight Advisors's MO Position: Q2 2026 in Review

Insight Advisors reduced its Altria Group (MO) stake by 1.2% in Q2 2026, selling an estimated $3.28K and leaving 4,011 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #195.

Insight Advisors first reported a position in MO in Q4 2020 and has held it in 19 quarters since. The position peaked at $398K in Q1 2021. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Insight Advisors held 4,011 shares of Altria Group worth $289K as of Q2 2026.
  • Insight Advisors sold 47 Altria Group shares in Q2 2026, an estimated $3.28K.
  • Altria Group made up 0.05% of Insight Advisors's portfolio in Q2 2026, its #195 holding.
  • Insight Advisors first reported a position in Altria Group in Q4 2020 and has held it in 19 quarters since.
  • Insight Advisors's Altria Group position peaked at $398K in Q1 2021.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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