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Kovack Advisors’s Altria Group MO Stock Holding History

Kovack 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
Q1 		$2.21M Sell
33,728
-5,500
-14% -$354K 0.12% 166
2025
Q4 		$2.26M Buy
39,228
+17,355
+79% +$1.05M 0.11% 176
2025
Q3 		$1.44M Sell
21,873
-3,447
-14% -$218K 0.14% 149
2025
Q2 		$1.48M Buy
25,320
+1,433
+6% +$84.2K 0.15% 137
2025
Q1 		$1.43M Buy
23,887
+663
+3% +$36.2K 0.15% 126
2024
Q4 		$1.21M Sell
23,224
-3,202
-12% -$171K 0.12% 147
2024
Q3 		$1.35M Sell
26,426
-667
-2% -$33.7K 0.14% 125
2024
Q2 		$1.23M Sell
27,093
-32,765
-55% -$1.45M 0.14% 148
2024
Q1 		$2.61M Buy
59,858
+8,152
+16% +$338K 0.32% 68
2023
Q4 		$2.09M Buy
51,706
+1,861
+4% +$77K 0.25% 87
2023
Q3 		$2.1M Sell
49,845
-8,655
-15% -$382K 0.29% 70
2023
Q2 		$2.65M Sell
58,500
-3,350
-5% -$152K 0.34% 58
2023
Q1 		$2.76M Buy
61,850
+35,083
+131% +$1.61M 0.38% 54
2022
Q4 		$1.22M Buy
26,767
+3,577
+15% +$162K 0.18% 126
2022
Q3 		$936K Buy
23,190
+5,712
+33% +$249K 0.14% 158
2022
Q2 		$730K Sell
17,478
-625
-3% -$32.4K 0.1% 226
2022
Q1 		$945K Buy
18,103
+1,896
+12% +$96.6K 0.1% 225
2021
Q4 		$768K Sell
16,207
-124
-0.8% -$5.68K 0.07% 287
2021
Q3 		$743K Buy
16,331
+479
+3% +$23.1K 0.08% 283
2021
Q2 		$756K Sell
15,852
-3,856
-20% -$189K 0.09% 253
2021
Q1 		$1.01M Buy
19,708
+2,699
+16% +$121K 0.13% 176
2020
Q4 		$697K Sell
17,009
-8,051
-32% -$323K 0.1% 214
2020
Q3 		$968K Sell
25,060
-926
-4% -$38.5K 0.17% 141
2020
Q2 		$1.02M Buy
25,986
+9,482
+57% +$370K 0.2% 128
2020
Q1 		$638K Sell
16,504
-10,927
-40% -$485K 0.15% 154
2019
Q4 		$1.37M Sell
27,431
-8,345
-23% -$394K 0.24% 98
2019
Q3 		$1.46M Buy
35,776
+19,189
+116% +$883K 0.3% 81
2019
Q2 		$785K Sell
16,587
-477
-3% -$25K 0.18% 134
2019
Q1 		$980K Buy
17,064
+2,296
+16% +$117K 0.24% 107
2018
Q4 		$729K Sell
14,768
-2,942
-17% -$170K 0.21% 116
2018
Q3 		$1.07M Sell
17,710
-4,769
-21% -$283K 0.28% 95
2018
Q2 		$1.28M Sell
22,479
-4,119
-15% -$238K 0.36% 67
2018
Q1 		$1.66M Buy
26,598
+6,182
+30% +$409K 0.42% 46
2017
Q4 		$1.44M Buy
20,416
+1,357
+7% +$90.9K 0.36% 59
2017
Q3 		$1.21M Sell
19,059
-2,224
-10% -$148K 0.4% 56
2017
Q2 		$1.58M Buy
21,283
+7,377
+53% +$540K 0.5% 36
2017
Q1 		$993K Buy
13,906
+179
+1% +$13K 0.39% 54
2016
Q4 		$928K Buy
13,727
+2,617
+24% +$169K 0.44% 43
2016
Q3 		$702K Sell
11,110
-2,251
-17% -$150K 0.34% 76
2016
Q2 		$921K Buy
13,361
+268
+2% +$17.2K 0.49% 46
2016
Q1 		$820K Buy
13,093
+101
+0.8% +$6.11K 0.51% 50
2015
Q4 		$756K Buy
12,992
+2,870
+28% +$166K 0.5% 51
2015
Q3 		$551K Sell
10,122
-334
-3% -$17.9K 0.38% 67
2015
Q2 		$511K Buy
10,456
+1,517
+17% +$76.9K 0.36% 66
2015
Q1 		$447K Buy
8,939
+762
+9% +$40.5K 0.38% 64
2014
Q4 		$403K Buy
8,177
+304
+4% +$14.8K 0.42% 60
2014
Q3 		$362K Buy
7,873
+677
+9% +$29K 0.53% 35
2014
Q2 		$302K Buy
7,196
+332
+5% +$13.4K 0.44% 47
2014
Q1 		$242K Buy
6,864
+14
+0.2% +$509 0.83% 41
2013
Q4 		$263K Buy
6,850
+14
+0.2% +$517 1.43% 25
2013
Q3 		$235K Buy
6,836
+13
+0.2% +$458 1.21% 27
2013
Q2 		$239K Buy
+6,823
New +$245K 1.41% 30

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

Kovack Advisors's MO Position: Q1 2026 in Review

Kovack Advisors reduced its Altria Group (MO) stake by 14% in Q1 2026, selling an estimated $354K and leaving 33,728 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #166.

Kovack Advisors first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.76M in Q1 2023. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Kovack Advisors held 33,728 shares of Altria Group worth $2.21M as of Q1 2026.
  • Kovack Advisors sold 5,500 Altria Group shares in Q1 2026, an estimated $354K.
  • Altria Group made up 0.12% of Kovack Advisors's portfolio in Q1 2026, its #166 holding.
  • Kovack Advisors first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • Kovack Advisors's Altria Group position peaked at $2.76M in Q1 2023.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.