NWF Advisory Services’s Altria Group MO Stock Holding History

NWF Advisory Services’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	$504K	Buy	7,008 +3,278	+88%	+$229K	0.05%	226
2026 Q1	$246K	Buy	3,730 +127	+4%	+$8.17K	0.03%	326
2025 Q4	$208K	Sell	3,603 -573	-14%	-$34.6K	0.02%	352
2025 Q3	$276K	Sell	4,176 -65	-2%	-$4.12K	0.03%	309
2025 Q2	$249K	Sell	4,241 -777	-15%	-$45.6K	0.03%	330
2025 Q1	$301K	Sell	5,018 -4,405	-47%	-$241K	0.04%	249
2024 Q4	$502K	Buy	9,423 +4,940	+110%	+$263K	0.07%	139
2024 Q3	$229K	Sell	4,483 -323	-7%	-$16.3K	0.03%	278
2024 Q2	$219K	Buy	4,806 +5	+0.1%	+$222	0.03%	267
2024 Q1	$209K	Buy	+4,801	New	+$199K	0.04%	274
2023 Q4	–	Sell	-4,890	Closed	-$206K	–	312
2023 Q3	$206K	Sell	4,890 -61	-1%	-$2.69K	0.05%	235
2023 Q2	$224K	Hold	4,951	–	–	0.05%	223
2023 Q1	$224K	Buy	+4,951	New	+$228K	0.05%	222

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NWF Advisory Services's MO Position: Q2 2026 in Review

NWF Advisory Services increased its Altria Group (MO) stake by 88% in Q2 2026, buying an estimated $229K and bringing the position to 7,008 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #226.

NWF Advisory Services first reported a position in MO in Q1 2023 and has held it in 13 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

NWF Advisory Services held 7,008 shares of Altria Group worth $504K as of Q2 2026.
NWF Advisory Services bought 3,278 Altria Group shares in Q2 2026, an estimated $229K.
Altria Group made up 0.05% of NWF Advisory Services's portfolio in Q2 2026, its #226 holding.
NWF Advisory Services first reported a position in Altria Group in Q1 2023 and has held it in 13 quarters since.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.