Moss Adams Wealth Advisors’s Altria Group MO Stock Holding History

Moss Adams 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	$437K	Buy	5,981 +444	+8%	+$31K	0.03%	170
2026 Q1	$371K	Buy	5,537 +486	+10%	+$31.3K	0.03%	181
2025 Q4	$297K	Buy	5,051 +40	+0.8%	+$2.42K	0.02%	197
2025 Q3	$336K	Buy	5,011 +184	+4%	+$11.7K	0.03%	175
2025 Q2	$288K	Buy	4,827 +1,047	+28%	+$61.5K	0.03%	197
2025 Q1	$231K	Buy	+3,780	New	+$206K	0.02%	188

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Moss Adams Wealth Advisors's MO Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Altria Group (MO) stake by 8% in Q2 2026, buying an estimated $31K and bringing the position to 5,981 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #170.

Moss Adams Wealth Advisors first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 1,156 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Moss Adams Wealth Advisors held 5,981 shares of Altria Group worth $437K as of Q2 2026.
Moss Adams Wealth Advisors bought 444 Altria Group shares in Q2 2026, an estimated $31K.
Altria Group made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Moss Adams Wealth Advisors first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
1,156 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.