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Legacy Financial Advisors’s Altria Group MO Stock Holding History

Legacy Financial 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 		$685K Buy
9,521
+179
+2% +$12.5K 0.08% 184
2026
Q1 		$616K Sell
9,342
-121
-1% -$7.79K 0.09% 196
2025
Q4 		$546K Sell
9,463
-866
-8% -$52.3K 0.08% 208
2025
Q3 		$682K Buy
10,329
+2,292
+29% +$145K 0.09% 191
2025
Q2 		$471K Buy
8,037
+856
+12% +$50.3K 0.07% 210
2025
Q1 		$431K Buy
7,181
+156
+2% +$8.52K 0.07% 218
2024
Q4 		$367K Buy
7,025
+1,704
+32% +$90.8K 0.06% 243
2024
Q3 		$272K Sell
5,321
-88
-2% -$4.45K 0.05% 292
2024
Q2 		$246K Sell
5,409
-89
-2% -$3.95K 0.04% 290
2024
Q1 		$240K Sell
5,498
-253
-4% -$10.5K 0.04% 286
2023
Q4 		$232K Buy
5,751
+424
+8% +$17.5K 0.04% 269
2023
Q3 		$224K Sell
5,327
-232
-4% -$10.3K 0.04% 239
2023
Q2 		$252K Sell
5,559
-714
-11% -$32.3K 0.05% 216
2023
Q1 		$280K Sell
6,273
-99
-2% -$4.55K 0.06% 192
2022
Q4 		$291K Buy
+6,372
New +$289K 0.06% 183
2022
Q2 		– Sell
-4,838
Closed -$253K – 246
2022
Q1 		$253K Buy
4,838
+52
+1% +$2.65K 0.06% 197
2021
Q4 		$227K Buy
4,786
+157
+3% +$7.19K 0.05% 186
2021
Q3 		$211K Buy
4,629
+217
+5% +$10.5K 0.05% 175
2021
Q2 		$210K Buy
4,412
+414
+10% +$20.3K 0.05% 164
2021
Q1 		$205K Buy
+3,998
New +$179K 0.06% 154
2019
Q2 		– Sell
-2,472
Closed -$142K – 607
2019
Q1 		$142K Sell
2,472
-1,134
-31% -$58K 0.05% 129
2018
Q4 		$178K Sell
3,606
-358
-9% -$20.7K 0.07% 107
2018
Q3 		$239K Buy
3,964
+20
+0.5% +$1.19K 0.09% 95
2018
Q2 		$231K Sell
3,944
-2,134
-35% -$123K 0.09% 94
2018
Q1 		$390K Sell
6,078
-603
-9% -$39.9K 0.16% 61
2017
Q4 		$477K Buy
+6,681
New +$448K 0.2% 47

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Financial Advisors's MO Position: Q2 2026 in Review

Legacy Financial Advisors increased its Altria Group (MO) stake by 1.9% in Q2 2026, buying an estimated $12.5K and bringing the position to 9,521 shares worth $685K. The position accounts for 0.08% of the portfolio, ranked #184.

Legacy Financial Advisors first reported a position in MO in Q4 2017 and has held it in 26 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Legacy Financial Advisors held 9,521 shares of Altria Group worth $685K as of Q2 2026.
  • Legacy Financial Advisors bought 179 Altria Group shares in Q2 2026, an estimated $12.5K.
  • Altria Group made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #184 holding.
  • Legacy Financial Advisors first reported a position in Altria Group in Q4 2017 and has held it in 26 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.