Kellett Wealth Advisors’s Altria Group MO Stock Holding History

Kellett Wealth Advisors’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	$328K	Buy	4,558 +318	+8%	+$22.2K	0.15%	69
2026 Q1	$280K	Buy	4,240 +178	+4%	+$11.5K	0.15%	64
2025 Q4	$234K	Buy	4,062 +87	+2%	+$5.25K	0.13%	71
2025 Q3	$263K	Buy	3,975 +189	+5%	+$12K	0.16%	63
2025 Q2	$222K	Buy	+3,786	New	+$222K	0.14%	64

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kellett Wealth Advisors's MO Position: Q2 2026 in Review

Kellett Wealth Advisors increased its Altria Group (MO) stake by 7.5% in Q2 2026, buying an estimated $22.2K and bringing the position to 4,558 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #69.

Kellett Wealth Advisors first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 906 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Kellett Wealth Advisors held 4,558 shares of Altria Group worth $328K as of Q2 2026.
Kellett Wealth Advisors bought 318 Altria Group shares in Q2 2026, an estimated $22.2K.
Altria Group made up 0.15% of Kellett Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Kellett Wealth Advisors first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
906 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.