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Lloyd Advisory Services’s Altria Group MO Stock Holding History

Lloyd Advisory Services’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 		$345K Buy
4,789
+4,565
+2,038% +$319K 0.13% 81
2026
Q1 		$14.8K Sell
224
-4,195
-95% -$270K ﹤0.01% 430
2025
Q4 		$255K Sell
4,419
-23
-0.5% -$1.39K 0.1% 89
2025
Q3 		$293K Sell
4,442
-1,406
-24% -$89.1K 0.14% 72
2025
Q2 		$343K Sell
5,848
-81
-1% -$4.76K 0.17% 63
2025
Q1 		$356K Buy
5,929
+36
+0.6% +$1.97K 0.18% 62
2024
Q4 		$308K Sell
5,893
-176
-3% -$9.38K 0.15% 70
2024
Q3 		$310K Sell
6,069
-427
-7% -$21.6K 0.15% 79
2024
Q2 		$296K Sell
6,496
-10,364
-61% -$460K 0.14% 74
2024
Q1 		$736K Buy
16,860
+6,849
+68% +$284K 0.16% 109
2023
Q4 		$404K Buy
+10,011
New +$414K 0.19% 64
2022
Q2 		– Sell
-3,041
Closed -$159K – 373
2022
Q1 		$159K Buy
3,041
+153
+5% +$7.79K 0.07% 117
2021
Q4 		$137K Buy
2,888
+54
+2% +$2.48K 0.06% 116
2021
Q3 		$129K Buy
2,834
+51
+2% +$2.46K 0.07% 111
2021
Q2 		$133K Buy
2,783
+50
+2% +$2.46K 0.07% 99
2021
Q1 		$140K Buy
2,733
+55
+2% +$2.46K 0.08% 86
2020
Q4 		$110K Sell
2,678
-57
-2% -$2.29K 0.06% 79
2020
Q3 		$106K Buy
2,735
+167
+7% +$6.95K 0.06% 73
2020
Q2 		$101K Sell
2,568
-1,679
-40% -$65.5K 0.06% 80
2020
Q1 		$164K Sell
4,247
-1,316
-24% -$58.4K 0.12% 58
2019
Q4 		$278K Buy
+5,563
New +$262K 0.25% 57

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

Lloyd Advisory Services's MO Position: Q2 2026 in Review

Lloyd Advisory Services increased its Altria Group (MO) stake by 2,038% in Q2 2026, buying an estimated $319K and bringing the position to 4,789 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #81.

Lloyd Advisory Services first reported a position in MO in Q4 2019 and has held it in 21 quarters since. The position peaked at $736K in Q1 2024. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Lloyd Advisory Services held 4,789 shares of Altria Group worth $345K as of Q2 2026.
  • Lloyd Advisory Services bought 4,565 Altria Group shares in Q2 2026, an estimated $319K.
  • Altria Group made up 0.13% of Lloyd Advisory Services's portfolio in Q2 2026, its #81 holding.
  • Lloyd Advisory Services first reported a position in Altria Group in Q4 2019 and has held it in 21 quarters since.
  • Lloyd Advisory Services's Altria Group position peaked at $736K in Q1 2024.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.