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Mount Yale Investment Advisors’s Altria Group MO Stock Holding History

Mount Yale Investment 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 		$3.4M Buy
46,709
+2,890
+7% +$202K 0.06% 295
2026
Q1 		$2.93M Buy
43,819
+16,996
+63% +$1.09M 0.07% 290
2025
Q4 		$1.57M Buy
26,823
+12,593
+88% +$760K 0.08% 230
2025
Q3 		$955K Buy
14,230
+6,619
+87% +$419K 0.07% 291
2025
Q2 		$446K Sell
7,611
-19,073
-71% -$1.12M 0.03% 367
2025
Q1 		$1.6M Sell
26,684
-1,384
-5% -$75.6K 0.14% 137
2024
Q4 		$1.47M Sell
28,068
-2,460
-8% -$131K 0.12% 153
2024
Q3 		$1.56M Sell
30,528
-1,643
-5% -$83K 0.15% 149
2024
Q2 		$1.47M Sell
32,171
-1,448
-4% -$64.2K 0.12% 166
2024
Q1 		$1.47M Buy
33,619
+19,158
+132% +$794K 0.11% 168
2023
Q4 		$583K Sell
14,461
-16,546
-53% -$684K 0.06% 292
2023
Q3 		$1.3M Buy
31,007
+2,122
+7% +$93.8K 0.14% 153
2023
Q2 		$1.31M Buy
+28,885
New +$1.31M 0.14% 153
2018
Q4 		– Sell
-166
Closed -$11K – 590
2018
Q3 		$11K Sell
166
-200
-55% -$11.9K ﹤0.01% 848
2018
Q2 		$21K Sell
366
-34
-9% -$1.96K ﹤0.01% 782
2018
Q1 		$25K Buy
+400
New +$26.5K 0.01% 730

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's MO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Altria Group (MO) stake by 6.6% in Q2 2026, buying an estimated $202K and bringing the position to 46,709 shares worth $3.4M. The position accounts for 0.06% of the portfolio, ranked #295.

Mount Yale Investment Advisors first reported a position in MO in Q1 2018 and has held it in 16 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Mount Yale Investment Advisors held 46,709 shares of Altria Group worth $3.4M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,890 Altria Group shares in Q2 2026, an estimated $202K.
  • Altria Group made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #295 holding.
  • Mount Yale Investment Advisors first reported a position in Altria Group in Q1 2018 and has held it in 16 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.