MA
MO icon

MONECO Advisors’s Altria Group MO Stock Holding History

MONECO 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 		$3.73M Sell
51,889
-71
-0.1% -$4.96K 0.23% 93
2026
Q1 		$3.43M Sell
51,960
-65
-0.1% -$4.18K 0.27% 86
2025
Q4 		$3M Sell
52,025
-2,052
-4% -$124K 0.24% 89
2025
Q3 		$3.57M Buy
54,077
+220
+0.4% +$13.9K 0.3% 72
2025
Q2 		$3.16M Sell
53,857
-701
-1% -$41.2K 0.29% 76
2025
Q1 		$3.27M Buy
54,558
+674
+1% +$36.8K 0.34% 65
2024
Q4 		$2.82M Buy
53,884
+780
+1% +$41.5K 0.3% 82
2024
Q3 		$2.71M Sell
53,104
-2,635
-5% -$133K 0.34% 82
2024
Q2 		$2.54M Sell
55,739
-3,449
-6% -$153K 0.37% 75
2024
Q1 		$2.58M Sell
59,188
-4,036
-6% -$167K 0.41% 63
2023
Q4 		$2.55M Buy
63,224
+51,663
+447% +$2.14M 0.49% 49
2023
Q3 		$486K Buy
11,561
+286
+3% +$12.6K 0.13% 182
2023
Q2 		$511K Sell
11,275
-191
-2% -$8.65K 0.14% 175
2023
Q1 		$512K Buy
11,466
+1,448
+14% +$66.6K 0.15% 155
2022
Q4 		$458K Buy
10,018
+33
+0.3% +$1.5K 0.17% 141
2022
Q3 		$403K Buy
9,985
+344
+4% +$15K 0.16% 147
2022
Q2 		$403K Buy
9,641
+2,563
+36% +$133K 0.16% 142
2022
Q1 		$370K Sell
7,078
-503
-7% -$25.6K 0.14% 152
2021
Q4 		$382K Buy
7,581
+54
+0.7% +$2.48K 0.14% 149
2021
Q3 		$343K Buy
7,527
+1,354
+22% +$65.4K 0.14% 163
2021
Q2 		$294K Buy
6,173
+88
+1% +$4.32K 0.14% 156
2021
Q1 		$311K Buy
6,085
+838
+16% +$37.6K 0.15% 144
2020
Q4 		$216K Buy
+5,247
New +$211K 0.12% 166
2019
Q2 		– Sell
-3,599
Closed -$207K – 139
2019
Q1 		$207K Buy
+3,599
New +$184K 0.17% 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

MONECO Advisors's MO Position: Q2 2026 in Review

MONECO Advisors reduced its Altria Group (MO) stake by 0.14% in Q2 2026, selling an estimated $4.96K and leaving 51,889 shares worth $3.73M. The position accounts for 0.23% of the portfolio, ranked #93.

MONECO Advisors first reported a position in MO in Q1 2019 and has held it in 24 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • MONECO Advisors held 51,889 shares of Altria Group worth $3.73M as of Q2 2026.
  • MONECO Advisors sold 71 Altria Group shares in Q2 2026, an estimated $4.96K.
  • Altria Group made up 0.23% of MONECO Advisors's portfolio in Q2 2026, its #93 holding.
  • MONECO Advisors first reported a position in Altria Group in Q1 2019 and has held it in 24 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.