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My Legacy Advisors’s Altria Group MO Stock Holding History

My Legacy 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
2025
Q2 		$1.08M Buy
18,454
+1,129
+7% +$66.3K 0.38% 76
2025
Q1 		$1.04M Buy
17,325
+1,179
+7% +$64.4K 0.4% 73
2024
Q4 		$824K Buy
16,146
+406
+3% +$21.6K 0.32% 87
2024
Q3 		$803K Sell
15,740
-3,818
-20% -$193K 0.32% 88
2024
Q2 		$891K Buy
19,558
+230
+1% +$10.2K 0.28% 97
2024
Q1 		$843K Buy
19,328
+2,720
+16% +$113K 0.28% 100
2023
Q4 		$691K Buy
16,608
+595
+4% +$24.6K 0.25% 121
2023
Q3 		$682K Buy
16,013
+1,312
+9% +$58K 0.28% 108
2023
Q2 		$670K Buy
14,701
+230
+2% +$10.4K 0.26% 126
2023
Q1 		$644K Buy
14,471
+120
+0.8% +$5.52K 0.28% 129
2022
Q4 		$673K Buy
14,351
+1,831
+15% +$82.9K 0.29% 130
2022
Q3 		$566K Buy
12,520
+1,920
+18% +$83.8K 0.29% 132
2022
Q2 		$445K Buy
10,600
+60
+0.6% +$3.11K 0.22% 151
2022
Q1 		$551K Buy
+10,540
New +$537K 0.26% 126

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

My Legacy Advisors's MO Position: Q2 2025 in Review

My Legacy Advisors increased its Altria Group (MO) stake by 6.5% in Q2 2025, buying an estimated $66.3K and bringing the position to 18,454 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #76.

My Legacy Advisors first reported a position in MO in Q1 2022 and has held it in 14 quarters since. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • My Legacy Advisors held 18,454 shares of Altria Group worth $1.08M as of Q2 2025.
  • My Legacy Advisors bought 1,129 Altria Group shares in Q2 2025, an estimated $66.3K.
  • Altria Group made up 0.38% of My Legacy Advisors's portfolio in Q2 2025, its #76 holding.
  • My Legacy Advisors first reported a position in Altria Group in Q1 2022 and has held it in 14 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.