KA
MO icon

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
2018
Q3 		– Sell
-4
Closed -$1K – 496
2018
Q2 		$1K Buy
4
+1
+33% +$58 ﹤0.01% 423
2018
Q1 		$254K Buy
+3
New +$199 0.06% 357

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.