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Innovative Advisory Group, LLC’s Altria Group MO Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-171
Closed -$9.86K – 147
2025
Q4 		$9.86K Hold
171
– – 0.01% 136
2025
Q3 		$11.3K Hold
171
– – 0.01% 135
2025
Q2 		$10K Hold
171
– – 0.01% 131
2025
Q1 		$10.3K Hold
171
– – 0.01% 106
2024
Q4 		$8.94K Buy
+171
New +$9.11K 0.01% 108

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Innovative Advisory Group, LLC's MO Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Altria Group (MO) in Q1 2026, closing a stake of 171 shares — an estimated $9.86K sold.

Innovative Advisory Group, LLC first reported a position in MO in Q4 2024 and held it in 5 quarters. The position peaked at $11.3K in Q3 2025. 2,502 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 171 Altria Group shares in Q1 2026, an estimated $9.86K.
  • Innovative Advisory Group, LLC first reported a position in Altria Group in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Altria Group position peaked at $11.3K in Q3 2025.
  • 2,502 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.