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Investment Research & Advisory Group’s Altria Group MO Stock Holding History

Investment Research & 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 		$77.4K Buy
925
+13
+1% +$907 0.02% 111
2026
Q1 		$70.1K Buy
912
+45
+5% +$2.9K 0.02% 108
2025
Q4 		$51.3K Sell
867
-1,352
-61% -$81.6K 0.02% 117
2025
Q3 		$149K Buy
2,219
+47
+2% +$2.98K 0.05% 82
2025
Q2 		$127K Sell
2,172
-1,197
-36% -$70.3K 0.05% 81
2025
Q1 		$202K Hold
3,369
– – 0.08% 72
2024
Q4 		$176K Hold
3,369
– – 0.07% 72
2024
Q3 		$172K Buy
3,369
+2,172
+181% +$110K 0.07% 72
2024
Q2 		$54.5K Hold
1,197
– – 0.02% 95
2024
Q1 		$52.2K Hold
1,197
– – 0.02% 98
2023
Q4 		$48.3K Hold
1,197
– – 0.02% 97
2023
Q3 		$50.3K Hold
1,197
– – 0.03% 96
2023
Q2 		$54.2K Hold
1,197
– – 0.03% 99
2023
Q1 		$53.4K Hold
1,197
– – 0.03% 91
2022
Q4 		$54.7K Hold
1,197
– – 0.04% 91
2022
Q3 		$48K Hold
1,197
– – 0.04% 95
2022
Q2 		$50K Hold
1,197
– – 0.04% 94
2022
Q1 		$63K Hold
1,197
– – 0.04% 102
2021
Q4 		$57K Hold
1,197
– – 0.03% 105
2021
Q3 		$55K Hold
1,197
– – 0.04% 95
2021
Q2 		$57K Hold
1,197
– – 0.04% 103
2021
Q1 		$61K Hold
1,197
– – 0.04% 91
2020
Q4 		$49K Hold
1,197
– – 0.04% 98
2020
Q3 		$46K Hold
1,197
– – 0.04% 98
2020
Q2 		$47K Hold
1,197
– – 0.04% 91
2020
Q1 		$46K Sell
1,197
-270
-18% -$12K 0.04% 89
2019
Q4 		$73K Buy
+1,467
New +$69.2K 0.07% 91

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Investment Research & Advisory Group increased its Altria Group (MO) stake by 1.4% in Q2 2026, buying an estimated $907 and bringing the position to 925 shares worth $77.4K. The position accounts for 0.02% of the portfolio, ranked #111.

Investment Research & Advisory Group first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $202K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Investment Research & Advisory Group held 925 shares of Altria Group worth $77.4K as of Q2 2026.
  • Investment Research & Advisory Group bought 13 Altria Group shares in Q2 2026, an estimated $907.
  • Altria Group made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Investment Research & Advisory Group first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Altria Group position peaked at $202K in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.