IAG
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Investmark Advisory Group’s Altria Group MO Stock Holding History

Investmark Advisory 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
Q1 		$5.32M Buy
80,548
+293
+0.4% +$18.9K 2.27% 7
2025
Q4 		$4.63M Buy
80,255
+244
+0.3% +$14.7K 1.97% 10
2025
Q3 		$5.29M Buy
80,011
+913
+1% +$57.8K 2.29% 8
2025
Q2 		$4.64M Sell
79,098
-2,039
-3% -$120K 2.17% 7
2025
Q1 		$4.87M Buy
81,137
+1,086
+1% +$59.3K 2.41% 9
2024
Q4 		$4.19M Buy
80,051
+2,346
+3% +$125K 2.05% 13
2024
Q3 		$3.97M Buy
77,705
+17,130
+28% +$866K 1.93% 13
2024
Q2 		$2.76M Buy
60,575
+871
+1% +$38.6K 1.47% 22
2024
Q1 		$2.6M Sell
59,704
-725
-1% -$30.1K 1.43% 22
2023
Q4 		$2.44M Buy
60,429
+1,361
+2% +$56.3K 1.43% 20
2023
Q3 		$2.48M Sell
59,068
-54
-0.1% -$2.39K 1.68% 18
2023
Q2 		$2.68M Buy
59,122
+1,144
+2% +$51.8K 1.79% 16
2023
Q1 		$2.59M Buy
57,978
+2,857
+5% +$131K 1.9% 17
2022
Q4 		$2.52M Buy
55,121
+2,786
+5% +$126K 1.87% 15
2022
Q3 		$2.11M Buy
52,335
+2,361
+5% +$103K 1.9% 16
2022
Q2 		$2.09M Buy
49,974
+1,644
+3% +$85.1K 2.06% 17
2022
Q1 		$2.52M Buy
48,330
+1,983
+4% +$101K 2.6% 14
2021
Q4 		$2.2M Buy
+46,347
New +$2.12M 2.05% 14

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investmark Advisory Group's MO Position: Q1 2026 in Review

Investmark Advisory Group increased its Altria Group (MO) stake by 0.37% in Q1 2026, buying an estimated $18.9K and bringing the position to 80,548 shares worth $5.32M. The position accounts for 2.27% of the portfolio, ranked #7.

Investmark Advisory Group first reported a position in MO in Q4 2021 and has held it in 18 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Investmark Advisory Group held 80,548 shares of Altria Group worth $5.32M as of Q1 2026.
  • Investmark Advisory Group bought 293 Altria Group shares in Q1 2026, an estimated $18.9K.
  • Altria Group made up 2.27% of Investmark Advisory Group's portfolio in Q1 2026, its #7 holding.
  • Investmark Advisory Group first reported a position in Altria Group in Q4 2021 and has held it in 18 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.