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PKS Advisory Services’s Altria Group MO Stock Holding History

PKS 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 		$781K Buy
10,856
+578
+6% +$40.3K 0.12% 163
2026
Q1 		$679K Buy
10,278
+860
+9% +$55.3K 0.16% 130
2025
Q4 		$543K Sell
9,418
-665
-7% -$40.2K 0.12% 151
2025
Q3 		$666K Buy
10,083
+739
+8% +$46.8K 0.14% 129
2025
Q2 		$548K Sell
9,344
-347
-4% -$20.4K 0.14% 140
2025
Q1 		$582K Buy
9,691
+426
+5% +$23.3K 0.16% 117
2024
Q4 		$484K Buy
+9,265
New +$494K 0.12% 145

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

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

PKS Advisory Services increased its Altria Group (MO) stake by 5.6% in Q2 2026, buying an estimated $40.3K and bringing the position to 10,856 shares worth $781K. The position accounts for 0.12% of the portfolio, ranked #163.

PKS Advisory Services first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • PKS Advisory Services held 10,856 shares of Altria Group worth $781K as of Q2 2026.
  • PKS Advisory Services bought 578 Altria Group shares in Q2 2026, an estimated $40.3K.
  • Altria Group made up 0.12% of PKS Advisory Services's portfolio in Q2 2026, its #163 holding.
  • PKS Advisory Services first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.