Marshall & Sterling Wealth Advisors’s Altria Group MO Stock Holding History

Marshall & Sterling Wealth 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	$72K	Hold	1,000	–	–	0.04%	133
2026 Q1	$66K	Hold	1,000	–	–	0.04%	131
2025 Q4	$57.7K	Sell	1,000 -144	-13%	-$8.7K	0.04%	130
2025 Q3	$75.6K	Sell	1,144 -44	-4%	-$2.79K	0.05%	136
2025 Q2	$69.7K	Buy	1,188 +1,044	+725%	+$61.3K	0.05%	128
2025 Q1	$8.64K	Buy	+144	New	+$7.86K	0.01%	343

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Altria Group (MO) position steady in Q2 2026 at 1,000 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #133.

Marshall & Sterling Wealth Advisors first reported a position in MO in Q1 2025 and has held it in 6 quarters since. The position peaked at $75.6K in Q3 2025. 583 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Marshall & Sterling Wealth Advisors held 1,000 shares of Altria Group worth $72K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.04% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Marshall & Sterling Wealth Advisors first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's Altria Group position peaked at $75.6K in Q3 2025.
583 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.