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Investment Advisory Group’s Altria Group MO Stock Holding History

Investment 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
Q2 		$487K Buy
6,773
+123
+2% +$8.59K 0.11% 123
2026
Q1 		$439K Buy
6,650
+516
+8% +$33.2K 0.11% 118
2025
Q4 		$354K Sell
6,134
-158
-3% -$9.54K 0.09% 138
2025
Q3 		$416K Sell
6,292
-6
-0.1% -$380 0.11% 117
2025
Q2 		$369K Sell
6,298
-134
-2% -$7.87K 0.11% 118
2025
Q1 		$386K Hold
6,432
– – 0.13% 111
2024
Q4 		$336K Sell
6,432
-316
-5% -$16.8K 0.11% 118
2024
Q3 		$344K Sell
6,748
-103
-2% -$5.21K 0.12% 117
2024
Q2 		$312K Buy
6,851
+235
+4% +$10.4K 0.12% 116
2024
Q1 		$289K Sell
6,616
-585
-8% -$24.3K 0.12% 119
2023
Q4 		$290K Sell
7,201
-404
-5% -$16.7K 0.13% 110
2023
Q3 		$320K Sell
7,605
-155
-2% -$6.85K 0.17% 95
2023
Q2 		$352K Sell
7,760
-421
-5% -$19.1K 0.18% 92
2023
Q1 		$365K Hold
8,181
– – 0.21% 87
2022
Q4 		$374K Sell
8,181
-435
-5% -$19.7K 0.23% 85
2022
Q3 		$348K Hold
8,616
– – 0.24% 78
2022
Q2 		$358K Buy
8,616
+299
+4% +$15.5K 0.24% 77
2022
Q1 		$435K Sell
8,317
-225
-3% -$11.5K 0.26% 75
2021
Q4 		$429K Buy
+8,542
New +$391K 0.27% 69

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

Investment Advisory Group's MO Position: Q2 2026 in Review

Investment Advisory Group increased its Altria Group (MO) stake by 1.8% in Q2 2026, buying an estimated $8.59K and bringing the position to 6,773 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #123.

Investment Advisory Group first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Investment Advisory Group held 6,773 shares of Altria Group worth $487K as of Q2 2026.
  • Investment Advisory Group bought 123 Altria Group shares in Q2 2026, an estimated $8.59K.
  • Altria Group made up 0.11% of Investment Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Investment Advisory Group first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.