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Intelligence Driven Advisers’s Altria Group MO Stock Holding History

Intelligence Driven Advisers’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 		$553K Buy
7,680
+473
+7% +$33K 0.09% 74
2026
Q1 		$476K Buy
7,207
+1,147
+19% +$73.8K 0.08% 66
2025
Q4 		$349K Buy
6,060
+867
+17% +$52.4K 0.05% 92
2025
Q3 		$343K Sell
5,193
-411
-7% -$26K 0.05% 88
2025
Q2 		$329K Sell
5,604
-270
-5% -$15.9K 0.05% 81
2025
Q1 		$353K Buy
5,874
+613
+12% +$33.5K 0.07% 65
2024
Q4 		$275K Sell
5,261
-130
-2% -$6.92K 0.05% 78
2024
Q3 		$275K Buy
5,391
+435
+9% +$22K 0.04% 87
2024
Q2 		$226K Buy
+4,956
New +$220K 0.03% 94
2021
Q3 		– Sell
-5,415
Closed -$258K – 81
2021
Q2 		$258K Buy
+5,415
New +$266K 0.05% 82
2020
Q1 		– Sell
-4,596
Closed -$229K – 91
2019
Q4 		$229K Buy
+4,596
New +$217K 0.1% 82
2019
Q3 		– Sell
-6,063
Closed -$287K – 102
2019
Q2 		$287K Sell
6,063
-1,163
-16% -$60.9K 0.14% 86
2019
Q1 		$415K Sell
7,226
-1,434
-17% -$73.3K 0.23% 61
2018
Q4 		$428K Buy
+8,660
New +$502K 0.27% 60

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

Intelligence Driven Advisers's MO Position: Q2 2026 in Review

Intelligence Driven Advisers increased its Altria Group (MO) stake by 6.6% in Q2 2026, buying an estimated $33K and bringing the position to 7,680 shares worth $553K. The position accounts for 0.09% of the portfolio, ranked #74.

Intelligence Driven Advisers first reported a position in MO in Q4 2018 and has held it in 14 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Intelligence Driven Advisers held 7,680 shares of Altria Group worth $553K as of Q2 2026.
  • Intelligence Driven Advisers bought 473 Altria Group shares in Q2 2026, an estimated $33K.
  • Altria Group made up 0.09% of Intelligence Driven Advisers's portfolio in Q2 2026, its #74 holding.
  • Intelligence Driven Advisers first reported a position in Altria Group in Q4 2018 and has held it in 14 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.