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Mayflower Financial Advisors’s Altria Group MO Stock Holding History

Mayflower 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 		$19.6M Buy
272,884
+174,554
+178% +$12.2M 1.7% 8
2026
Q1 		$6.49M Buy
98,330
+2,491
+3% +$160K 0.79% 26
2025
Q4 		$5.53M Buy
95,839
+12,520
+15% +$756K 0.67% 36
2025
Q3 		$5.5M Buy
83,319
+4,300
+5% +$272K 0.69% 37
2025
Q2 		$4.63M Buy
79,019
+4,149
+6% +$244K 0.64% 41
2025
Q1 		$4.49M Sell
74,870
-570
-0.8% -$31.1K 0.68% 36
2024
Q4 		$3.94M Buy
75,440
+8,166
+12% +$435K 0.59% 42
2024
Q3 		$3.43M Buy
67,274
+262
+0.4% +$13.2K 0.52% 48
2024
Q2 		$3.05M Buy
67,012
+1,218
+2% +$54K 0.5% 48
2024
Q1 		$2.87M Sell
65,794
-175,892
-73% -$7.29M 0.48% 54
2023
Q4 		$9.75M Sell
241,686
-4,548
-2% -$188K 1.35% 16
2023
Q3 		$10.4M Buy
246,234
+4
+0% +$177 1.55% 15
2023
Q2 		$11.2M Sell
246,230
-2,135
-0.9% -$96.7K 1.44% 15
2023
Q1 		$11.1M Buy
248,365
+6,656
+3% +$306K 1.46% 15
2022
Q4 		$11M Buy
241,709
+286
+0.1% +$13K 1.53% 16
2022
Q3 		$9.75M Buy
241,423
+7,248
+3% +$316K 1.57% 14
2022
Q2 		$9.78M Buy
234,175
+2,941
+1% +$152K 1.5% 16
2022
Q1 		$12.1M Buy
231,234
+26,526
+13% +$1.35M 1.63% 15
2021
Q4 		$9.7M Buy
204,708
+742
+0.4% +$34K 1.29% 20
2021
Q3 		$9.77M Buy
203,966
+2,137
+1% +$103K 1.32% 21
2021
Q2 		$9.62M Buy
201,829
+3,929
+2% +$193K 1.32% 21
2021
Q1 		$10.1M Buy
197,900
+12,537
+7% +$562K 1.5% 17
2020
Q4 		$7.6M Buy
+185,363
New +$7.44M 1.31% 22

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Mayflower Financial Advisors increased its Altria Group (MO) stake by 178% in Q2 2026, buying an estimated $12.2M and bringing the position to 272,884 shares worth $19.6M. The position accounts for 1.7% of the portfolio, ranked #8.

Mayflower Financial Advisors first reported a position in MO in Q4 2020 and has held it in 23 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Mayflower Financial Advisors held 272,884 shares of Altria Group worth $19.6M as of Q2 2026.
  • Mayflower Financial Advisors bought 174,554 Altria Group shares in Q2 2026, an estimated $12.2M.
  • Altria Group made up 1.7% of Mayflower Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Mayflower Financial Advisors first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.