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MBA Advisors’s Altria Group MO Stock Holding History

MBA 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 		$973K Sell
13,525
-19
-0.1% -$1.33K 0.33% 63
2026
Q1 		$894K Buy
13,544
+551
+4% +$35.5K 0.34% 62
2025
Q4 		$749K Sell
12,993
-227
-2% -$13.7K 0.3% 69
2025
Q3 		$873K Buy
13,220
+25
+0.2% +$1.58K 0.37% 56
2025
Q2 		$774K Buy
13,195
+140
+1% +$8.22K 0.36% 62
2025
Q1 		$784K Buy
13,055
+82
+0.6% +$4.48K 0.39% 61
2024
Q4 		$678K Buy
12,973
+983
+8% +$52.4K 0.34% 64
2024
Q3 		$612K Buy
11,990
+1,005
+9% +$50.8K 0.29% 68
2024
Q2 		$500K Buy
10,985
+3,100
+39% +$138K 0.26% 74
2024
Q1 		$344K Buy
7,885
+2,522
+47% +$105K 0.18% 91
2023
Q4 		$216K Sell
5,363
-1,000
-16% -$41.4K 0.12% 118
2023
Q3 		$268K Sell
6,363
-560
-8% -$24.7K 0.16% 97
2023
Q2 		$314K Hold
6,923
– – 0.19% 87
2023
Q1 		$309K Buy
6,923
+1,900
+38% +$87.3K 0.19% 95
2022
Q4 		$230K Hold
5,023
– – 0.15% 114
2022
Q3 		$203K Buy
+5,023
New +$219K 0.15% 117
2022
Q2 		– Sell
-4,313
Closed -$225K – 145
2022
Q1 		$225K Sell
4,313
-63
-1% -$3.21K 0.14% 130
2021
Q4 		$207K Sell
4,376
-495
-10% -$22.7K 0.13% 146
2021
Q3 		$222K Buy
4,871
+504
+12% +$24.3K 0.16% 125
2021
Q2 		$208K Buy
+4,367
New +$215K 0.1% 130

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

MBA Advisors's MO Position: Q2 2026 in Review

MBA Advisors reduced its Altria Group (MO) stake by 0.14% in Q2 2026, selling an estimated $1.33K and leaving 13,525 shares worth $973K. The position accounts for 0.33% of the portfolio, ranked #63.

MBA Advisors first reported a position in MO in Q2 2021 and has held it in 20 quarters since. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • MBA Advisors held 13,525 shares of Altria Group worth $973K as of Q2 2026.
  • MBA Advisors sold 19 Altria Group shares in Q2 2026, an estimated $1.33K.
  • Altria Group made up 0.33% of MBA Advisors's portfolio in Q2 2026, its #63 holding.
  • MBA Advisors first reported a position in Altria Group in Q2 2021 and has held it in 20 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.