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LVW Advisors’s Altria Group MO Stock Holding History

LVW 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 		$4M Buy
55,663
+1,199
+2% +$83.7K 0.35% 42
2026
Q1 		$3.59M Sell
54,464
-7,246
-12% -$466K 0.34% 39
2025
Q4 		$3.56M Sell
61,710
-5,878
-9% -$355K 0.36% 38
2025
Q3 		$4.46M Sell
67,588
-9,573
-12% -$606K 0.46% 33
2025
Q2 		$4.52M Buy
77,161
+5,258
+7% +$309K 0.49% 30
2025
Q1 		$4.32M Buy
71,903
+132
+0.2% +$7.21K 0.52% 31
2024
Q4 		$3.75M Sell
71,771
-1,722
-2% -$91.7K 0.45% 35
2024
Q3 		$3.75M Sell
73,493
-724
-1% -$36.6K 0.48% 33
2024
Q2 		$3.38M Buy
74,217
+18,401
+33% +$816K 0.49% 31
2024
Q1 		$2.43M Buy
55,816
+10,417
+23% +$432K 0.41% 43
2023
Q4 		$1.83M Sell
45,399
-15,689
-26% -$649K 0.34% 50
2023
Q3 		$2.57M Sell
61,088
-29,055
-32% -$1.28M 0.53% 39
2023
Q2 		$4.08M Sell
90,143
-8,711
-9% -$395K 0.79% 30
2023
Q1 		$4.41M Buy
98,854
+2,627
+3% +$121K 0.86% 28
2022
Q4 		$4.4M Sell
96,227
-3,839
-4% -$174K 0.89% 27
2022
Q3 		$4.04M Buy
100,066
+5,549
+6% +$242K 0.9% 28
2022
Q2 		$3.95M Buy
94,517
+2,174
+2% +$113K 0.8% 34
2022
Q1 		$4.83M Buy
92,343
+5,118
+6% +$261K 0.82% 31
2021
Q4 		$4.13M Buy
87,225
+8,859
+11% +$406K 0.7% 35
2021
Q3 		$3.57M Buy
78,366
+2,233
+3% +$108K 0.61% 45
2021
Q2 		$3.63M Buy
76,133
+1,452
+2% +$71.3K 0.64% 42
2021
Q1 		$3.82M Buy
74,681
+7,868
+12% +$353K 0.73% 39
2020
Q4 		$2.74M Sell
66,813
-695
-1% -$27.9K 0.55% 49
2020
Q3 		$2.61M Buy
67,508
+1,219
+2% +$50.7K 0.58% 50
2020
Q2 		$2.6M Buy
66,289
+1,809
+3% +$70.6K 0.63% 45
2020
Q1 		$2.49M Buy
64,480
+7,924
+14% +$352K 0.66% 46
2019
Q4 		$2.82M Sell
56,556
-710
-1% -$33.5K 0.64% 48
2019
Q3 		$2.34M Buy
57,266
+5,444
+11% +$250K 0.58% 49
2019
Q2 		$2.45M Sell
51,822
-5,371
-9% -$281K 0.68% 42
2019
Q1 		$3.29M Buy
57,193
+9,169
+19% +$469K 0.88% 31
2018
Q4 		$2.37M Sell
48,024
-13,377
-22% -$775K 0.8% 39
2018
Q3 		$3.7M Buy
61,401
+2,222
+4% +$132K 1.04% 21
2018
Q2 		$3.36M Buy
59,179
+3,008
+5% +$173K 1.07% 21
2018
Q1 		$3.5M Sell
56,171
-22,277
-28% -$1.48M 1.09% 22
2017
Q4 		$5.6M Buy
78,448
+13,467
+21% +$902K 1.64% 10
2017
Q3 		$4.12M Buy
64,981
+60,255
+1,275% +$4.02M 1.64% 13
2017
Q2 		$352K Sell
4,726
-1,599
-25% -$117K 0.12% 89
2017
Q1 		$452K Sell
6,325
-1,272
-17% -$92.1K 0.16% 82
2016
Q4 		$514K Buy
7,597
+946
+14% +$60.9K 0.18% 73
2016
Q3 		$421K Buy
6,651
+2,106
+46% +$140K 0.14% 81
2016
Q2 		$313K Sell
4,545
-6,066
-57% -$388K 0.12% 98
2016
Q1 		$665K Buy
10,611
+745
+8% +$45K 0.21% 63
2015
Q4 		$574K Sell
9,866
-2,785
-22% -$161K 0.22% 62
2015
Q3 		$688K Sell
12,651
-711
-5% -$38.1K 0.32% 57
2015
Q2 		$654K Sell
13,362
-839
-6% -$42.5K 0.28% 60
2015
Q1 		$710K Sell
14,201
-217
-2% -$11.5K 0.34% 57
2014
Q4 		$710K Buy
+14,418
New +$702K 0.39% 55

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LVW Advisors's MO Position: Q2 2026 in Review

LVW Advisors increased its Altria Group (MO) stake by 2.2% in Q2 2026, buying an estimated $83.7K and bringing the position to 55,663 shares worth $4M. The position accounts for 0.35% of the portfolio, ranked #42.

LVW Advisors first reported a position in MO in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.6M in Q4 2017. 1,163 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • LVW Advisors held 55,663 shares of Altria Group worth $4M as of Q2 2026.
  • LVW Advisors bought 1,199 Altria Group shares in Q2 2026, an estimated $83.7K.
  • Altria Group made up 0.35% of LVW Advisors's portfolio in Q2 2026, its #42 holding.
  • LVW Advisors first reported a position in Altria Group in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Altria Group position peaked at $5.6M in Q4 2017.
  • 1,163 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.