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Legacy Advisors’s Altria Group MO Stock Holding History

Legacy 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 		$272K Buy
3,720
+565
+18% +$39.4K 0.03% 274
2026
Q1 		$208K Sell
3,155
-1,353
-30% -$87.1K 0.02% 263
2025
Q4 		$265K Buy
+4,508
New +$272K 0.03% 238
2025
Q2 		– Sell
-27,721
Closed -$1.66M – 256
2025
Q1 		$1.66M Buy
27,721
+17,115
+161% +$934K 0.17% 101
2024
Q4 		$555K Buy
10,606
+931
+10% +$49.6K 0.05% 238
2024
Q3 		$494K Sell
9,675
-1,280
-12% -$64.7K 0.05% 243
2024
Q2 		$510K Buy
10,955
+1,067
+11% +$47.3K 0.06% 207
2024
Q1 		$431K Buy
9,888
+402
+4% +$16.7K 0.05% 219
2023
Q4 		$393K Buy
9,486
+953
+11% +$39.4K 0.05% 212
2023
Q3 		$367K Buy
8,533
+331
+4% +$14.6K 0.06% 211
2023
Q2 		$372K Buy
+8,202
New +$371K 0.06% 199
2020
Q2 		– Sell
-6,398
Closed -$247K – 107
2020
Q1 		$247K Sell
6,398
-935
-13% -$41.5K 0.25% 79
2019
Q4 		$372K Buy
7,333
+434
+6% +$20.5K 0.24% 87
2019
Q3 		$282K Buy
6,899
+72
+1% +$3.31K 0.21% 86
2019
Q2 		$329K Sell
6,827
-10,179
-60% -$533K 0.22% 83
2019
Q1 		$976K Buy
17,006
+9,186
+117% +$469K 0.32% 68
2018
Q4 		$386K Sell
7,820
-14,710
-65% -$852K 0.29% 72
2018
Q3 		$1.38M Buy
22,530
+15,773
+233% +$936K 0.68% 47
2018
Q2 		$388K Buy
6,757
+1,340
+25% +$77.3K 0.29% 60
2018
Q1 		$346K Buy
5,417
+4,040
+293% +$268K 0.26% 58
2017
Q4 		$99K Buy
1,377
+9
+0.7% +$603 0.1% 89
2017
Q3 		$87K Buy
1,368
+285
+26% +$19K 0.1% 77
2017
Q2 		$80K Buy
1,083
+5
+0.5% +$366 0.1% 77
2017
Q1 		$77K Buy
1,078
+4
+0.4% +$289 0.1% 78
2016
Q4 		$73K Buy
+1,074
New +$69.2K 0.1% 81

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Legacy Advisors's MO Position: Q2 2026 in Review

Legacy Advisors increased its Altria Group (MO) stake by 18% in Q2 2026, buying an estimated $39.4K and bringing the position to 3,720 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #274.

Legacy Advisors first reported a position in MO in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.66M in Q1 2025. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Legacy Advisors held 3,720 shares of Altria Group worth $272K as of Q2 2026.
  • Legacy Advisors bought 565 Altria Group shares in Q2 2026, an estimated $39.4K.
  • Altria Group made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #274 holding.
  • Legacy Advisors first reported a position in Altria Group in Q4 2016 and has held it in 25 quarters since.
  • Legacy Advisors's Altria Group position peaked at $1.66M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.