Krilogy Financial’s Altria Group MO Stock Holding History

Krilogy Financial’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	$4.74M	Buy	72,948 +1,788	+3%	+$115K	0.15%	113
2025 Q4	$4.48M	Sell	71,160 -1,340	-2%	-$80.9K	0.15%	111
2025 Q3	$4.14M	Buy	72,500 +15,337	+27%	+$972K	0.16%	107
2025 Q2	$3.35M	Buy	57,163 +265	+0.5%	+$15.6K	0.19%	100
2025 Q1	$3.42M	Sell	56,898 -252	-0.4%	-$13.8K	0.22%	93
2024 Q4	$2.99M	Sell	57,150 -24,823	-30%	-$1.32M	0.2%	99
2024 Q3	$4.18M	Buy	81,973 +2,173	+3%	+$110K	0.29%	80
2024 Q2	$3.63M	Buy	79,800 +5,355	+7%	+$238K	0.27%	82
2024 Q1	$3.25M	Buy	+74,445	New	+$3.09M	0.25%	95
2023 Q2	–	Sell	-5,390	Closed	-$241K	–	321
2023 Q1	$241K	Sell	5,390 -684	-11%	-$31.4K	0.02%	362
2022 Q4	$278K	Sell	6,074 -642	-10%	-$29.1K	0.03%	330
2022 Q3	$271K	Sell	6,716 -1,157	-15%	-$50.5K	0.03%	264
2022 Q2	$329K	Buy	7,873 +263	+3%	+$13.6K	0.04%	243
2022 Q1	$398K	Buy	7,610 +1,279	+20%	+$65.1K	0.04%	227
2021 Q4	$300K	Buy	+6,331	New	+$290K	0.03%	231
2021 Q3	–	Sell	-5,080	Closed	-$242K	–	276
2021 Q2	$242K	Buy	5,080 +208	+4%	+$10.2K	0.02%	248
2021 Q1	$249K	Sell	4,872 -791	-14%	-$35.4K	0.03%	234
2020 Q4	$232K	Sell	5,663 -1,405	-20%	-$56.4K	0.03%	239
2020 Q3	$273K	Buy	7,068 +398	+6%	+$16.6K	0.04%	202
2020 Q2	$262K	Sell	6,670 -100	-1%	-$3.9K	0.04%	193
2020 Q1	$262K	Buy	6,770 +385	+6%	+$17.1K	0.05%	163
2019 Q4	$319K	Sell	6,385 -379	-6%	-$17.9K	0.05%	152
2019 Q3	$277K	Sell	6,764 -471	-7%	-$21.7K	0.05%	155
2019 Q2	$343K	Buy	7,235 +195	+3%	+$10.2K	0.07%	132
2019 Q1	$404K	Buy	7,040 +146	+2%	+$7.46K	0.09%	115
2018 Q4	$340K	Buy	6,894 +367	+6%	+$21.3K	0.09%	94
2018 Q3	$394K	Sell	6,527 -2,801	-30%	-$166K	0.09%	96
2018 Q2	$530K	Sell	9,328 -2,862	-23%	-$165K	0.13%	69
2018 Q1	$760K	Sell	12,190 -453	-4%	-$30K	0.18%	61
2017 Q4	$903K	Sell	12,643 -554	-4%	-$37.1K	0.22%	55
2017 Q3	$837K	Sell	13,197 -495	-4%	-$33K	0.21%	55
2017 Q2	$1.02M	Buy	13,692 +155	+1%	+$11.3K	0.28%	45
2017 Q1	$915K	Hold	13,537	–	–	0.28%	46
2016 Q4	$915K	Sell	13,537 -363	-3%	-$23.4K	0.28%	46
2016 Q3	$879K	Sell	13,900 -594	-4%	-$39.5K	0.28%	46
2016 Q2	$1M	Buy	14,494 +2,301	+19%	+$147K	0.35%	47
2016 Q1	$764K	Sell	12,193 -137	-1%	-$8.28K	0.31%	41
2015 Q4	$718K	Buy	12,330 +142	+1%	+$8.23K	0.67%	25
2015 Q3	$663K	Buy	+12,188	New	+$654K	0.32%	42

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Krilogy Financial's MO Position: Q1 2026 in Review

Krilogy Financial increased its Altria Group (MO) stake by 2.5% in Q1 2026, buying an estimated $115K and bringing the position to 72,948 shares worth $4.74M. The position accounts for 0.15% of the portfolio, ranked #113.

Krilogy Financial first reported a position in MO in Q3 2015 and has held it in 39 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Krilogy Financial held 72,948 shares of Altria Group worth $4.74M as of Q1 2026.
Krilogy Financial bought 1,788 Altria Group shares in Q1 2026, an estimated $115K.
Altria Group made up 0.15% of Krilogy Financial's portfolio in Q1 2026, its #113 holding.
Krilogy Financial first reported a position in Altria Group in Q3 2015 and has held it in 39 quarters since.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.