Paces Ferry Wealth Advisors’s Altria Group MO Stock Holding History

Paces Ferry Wealth 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	$295K	Sell	4,097 -461	-10%	-$32.2K	0.11%	105
2026 Q1	$301K	Buy	4,558 +349	+8%	+$22.5K	0.12%	101
2025 Q4	$243K	Sell	4,209 -81	-2%	-$4.89K	0.1%	111
2025 Q3	$283K	Sell	4,290 -139	-3%	-$8.81K	0.12%	101
2025 Q2	$260K	Buy	4,429 +21	+0.5%	+$1.23K	0.12%	98
2025 Q1	$265K	Sell	4,408 -73	-2%	-$3.99K	0.13%	100
2024 Q4	$234K	Sell	4,481 -214	-5%	-$11.4K	0.11%	112
2024 Q3	$240K	Buy	+4,695	New	+$237K	0.14%	104
2022 Q2	–	Sell	-3,986	Closed	-$208K	–	112
2022 Q1	$208K	Buy	+3,986	New	+$203K	0.17%	115
2020 Q4	–	Sell	-2,695	Closed	-$104K	–	732
2020 Q3	$104K	Buy	+2,695	New	+$112K	0.09%	155

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 $3.37T AUM 44.26% 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

Paces Ferry Wealth Advisors's MO Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Altria Group (MO) stake by 10% in Q2 2026, selling an estimated $32.2K and leaving 4,097 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #105.

Paces Ferry Wealth Advisors first reported a position in MO in Q3 2020 and has held it in 10 quarters since. The position peaked at $301K in Q1 2026. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Paces Ferry Wealth Advisors held 4,097 shares of Altria Group worth $295K as of Q2 2026.
Paces Ferry Wealth Advisors sold 461 Altria Group shares in Q2 2026, an estimated $32.2K.
Altria Group made up 0.11% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Paces Ferry Wealth Advisors first reported a position in Altria Group in Q3 2020 and has held it in 10 quarters since.
Paces Ferry Wealth Advisors's Altria Group position peaked at $301K in Q1 2026.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.