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Journey Advisory Group’s Altria Group MO Stock Holding History

Journey 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 		$378K Buy
5,257
+170
+3% +$11.9K 0.03% 225
2026
Q1 		$336K Sell
5,087
-1,600
-24% -$103K 0.03% 209
2025
Q4 		$386K Hold
6,687
– – 0.03% 215
2025
Q3 		$442K Hold
6,687
– – 0.03% 201
2025
Q2 		$392K Hold
6,687
– – 0.03% 220
2025
Q1 		$401K Buy
6,687
+1,400
+26% +$76.4K 0.03% 213
2024
Q4 		$241K Hold
5,287
– – 0.03% 209
2024
Q3 		$241K Hold
5,287
– – 0.03% 209
2024
Q2 		$241K Hold
5,287
– – 0.03% 209
2024
Q1 		$231K Buy
5,287
+200
+4% +$8.29K 0.03% 221
2023
Q4 		$205K Sell
5,087
-250
-5% -$10.3K 0.03% 213
2023
Q3 		$224K Sell
5,337
-400
-7% -$17.7K 0.03% 200
2023
Q2 		$260K Sell
5,737
-114
-2% -$5.16K 0.04% 196
2023
Q1 		$261K Sell
5,851
-85
-1% -$3.91K 0.04% 200
2022
Q4 		$271K Sell
5,936
-990
-14% -$44.8K 0.07% 189
2022
Q3 		$280K Buy
6,926
+1,600
+30% +$69.8K 0.07% 189
2022
Q2 		$235K Buy
5,326
+860
+19% +$44.5K 0.05% 224
2022
Q1 		$233K Buy
+4,466
New +$227K 0.06% 205
2021
Q3 		– Sell
-4,531
Closed -$216K – 202
2021
Q2 		$216K Buy
+4,531
New +$223K 0.07% 195

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Journey Advisory Group increased its Altria Group (MO) stake by 3.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 5,257 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #225.

Journey Advisory Group first reported a position in MO in Q2 2021 and has held it in 19 quarters since. The position peaked at $442K in Q3 2025. 1,924 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Journey Advisory Group held 5,257 shares of Altria Group worth $378K as of Q2 2026.
  • Journey Advisory Group bought 170 Altria Group shares in Q2 2026, an estimated $11.9K.
  • Altria Group made up 0.03% of Journey Advisory Group's portfolio in Q2 2026, its #225 holding.
  • Journey Advisory Group first reported a position in Altria Group in Q2 2021 and has held it in 19 quarters since.
  • Journey Advisory Group's Altria Group position peaked at $442K in Q3 2025.
  • 1,924 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.