OA
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Operose Advisors’s Altria Group MO Stock Holding History

Operose 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 		$353K Sell
4,900
-542
-10% -$37.8K 0.07% 121
2026
Q1 		$359K Buy
5,442
+542
+11% +$34.9K 0.08% 102
2025
Q4 		$283K Hold
4,900
– – 0.07% 121
2025
Q3 		$324K Hold
4,900
– – 0.08% 107
2025
Q2 		$287K Hold
4,900
– – 0.08% 104
2025
Q1 		$294K Buy
4,900
+4,784
+4,124% +$261K 0.1% 101
2024
Q4 		$6.07K Sell
116
-1,869
-94% -$99.6K ﹤0.01% 346
2024
Q3 		$101K Sell
1,985
-1,145
-37% -$57.9K 0.03% 194
2024
Q2 		$143K Sell
3,130
-1,440
-32% -$63.9K 0.05% 163
2024
Q1 		$199K Buy
4,570
+4,130
+939% +$171K 0.07% 153
2023
Q4 		$17.8K Sell
440
-780
-64% -$32.3K 0.01% 381
2023
Q3 		$51.3K Buy
+1,220
New +$53.9K 0.02% 308

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 $3.37T AUM 44.26% 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

Operose Advisors's MO Position: Q2 2026 in Review

Operose Advisors reduced its Altria Group (MO) stake by 10% in Q2 2026, selling an estimated $37.8K and leaving 4,900 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #121.

Operose Advisors first reported a position in MO in Q3 2023 and has held it in 12 quarters since. The position peaked at $359K in Q1 2026. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Operose Advisors held 4,900 shares of Altria Group worth $353K as of Q2 2026.
  • Operose Advisors sold 542 Altria Group shares in Q2 2026, an estimated $37.8K.
  • Altria Group made up 0.07% of Operose Advisors's portfolio in Q2 2026, its #121 holding.
  • Operose Advisors first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
  • Operose Advisors's Altria Group position peaked at $359K in Q1 2026.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.