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Prevail Innovative Wealth Advisors’s Altria Group MO Stock Holding History

Prevail Innovative 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 		$3.43M Buy
47,710
+12,240
+35% +$854K 0.51% 77
2026
Q1 		$2.34M Buy
35,470
+7,885
+29% +$507K 0.39% 83
2025
Q4 		$1.59M Buy
27,585
+3,555
+15% +$215K 0.29% 123
2025
Q3 		$1.59M Buy
24,030
+9,863
+70% +$625K 0.31% 119
2025
Q2 		$831K Buy
14,167
+1,733
+14% +$102K 0.19% 148
2025
Q1 		$746K Buy
12,434
+8,318
+202% +$454K 0.2% 126
2024
Q4 		$215K Buy
+4,116
New +$219K 0.06% 150
2024
Q2 		– Sell
-65,410
Closed -$2.85M – 172
2024
Q1 		$2.85M Sell
65,410
-1,735
-3% -$71.9K 1.06% 22
2023
Q4 		$2.71M Sell
67,145
-2,052
-3% -$84.9K 1.29% 23
2023
Q3 		$2.91M Buy
+69,197
New +$3.06M 1.51% 18

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

Prevail Innovative Wealth Advisors's MO Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Altria Group (MO) stake by 35% in Q2 2026, buying an estimated $854K and bringing the position to 47,710 shares worth $3.43M. The position accounts for 0.51% of the portfolio, ranked #77.

Prevail Innovative Wealth Advisors first reported a position in MO in Q3 2023 and has held it in 10 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 47,710 shares of Altria Group worth $3.43M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 12,240 Altria Group shares in Q2 2026, an estimated $854K.
  • Altria Group made up 0.51% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Altria Group in Q3 2023 and has held it in 10 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.