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Peak Financial Advisors’s Altria Group MO Stock Holding History

Peak Financial 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 		$692K Sell
9,619
-182
-2% -$12.7K 0.29% 50
2026
Q1 		$647K Sell
9,801
-29
-0.3% -$1.87K 0.29% 48
2025
Q4 		$567K Sell
9,830
-211
-2% -$12.7K 0.25% 71
2025
Q3 		$663K Buy
10,041
+1
+0% +$63 0.32% 56
2025
Q2 		$589K Sell
10,040
-26
-0.3% -$1.53K 0.3% 45
2025
Q1 		$604K Buy
10,066
+114
+1% +$6.22K 0.31% 51
2024
Q4 		$520K Buy
9,952
+32
+0.3% +$1.71K 0.27% 55
2024
Q3 		$506K Sell
9,920
-555
-5% -$28.1K 0.26% 53
2024
Q2 		$477K Buy
10,475
+85
+0.8% +$3.77K 0.27% 50
2024
Q1 		$453K Buy
10,390
+32
+0.3% +$1.33K 0.28% 50
2023
Q4 		$418K Buy
10,358
+1,328
+15% +$54.9K 0.28% 57
2023
Q3 		$380K Buy
9,030
+589
+7% +$26K 0.41% 24
2023
Q2 		$382K Buy
8,441
+2,492
+42% +$113K 0.3% 46
2023
Q1 		$265K Sell
5,949
-494
-8% -$22.7K 0.22% 45
2022
Q4 		$295K Sell
6,443
-699
-10% -$31.7K 0.27% 45
2022
Q3 		$288K Sell
7,142
-1,920
-21% -$83.8K 0.35% 47
2022
Q2 		$379K Buy
9,062
+1,319
+17% +$68.3K 0.38% 49
2022
Q1 		$405K Buy
+7,743
New +$394K 0.35% 56
2021
Q4 		– Sell
-8,797
Closed -$400K – 90
2021
Q3 		$400K Buy
+8,797
New +$425K 0.35% 48

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Peak Financial Advisors's MO Position: Q2 2026 in Review

Peak Financial Advisors reduced its Altria Group (MO) stake by 1.9% in Q2 2026, selling an estimated $12.7K and leaving 9,619 shares worth $692K. The position accounts for 0.29% of the portfolio, ranked #50.

Peak Financial Advisors first reported a position in MO in Q3 2021 and has held it in 19 quarters since. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Peak Financial Advisors held 9,619 shares of Altria Group worth $692K as of Q2 2026.
  • Peak Financial Advisors sold 182 Altria Group shares in Q2 2026, an estimated $12.7K.
  • Altria Group made up 0.29% of Peak Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Peak Financial Advisors first reported a position in Altria Group in Q3 2021 and has held it in 19 quarters since.
  • 825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.