PAG
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Private Advisory Group’s Altria Group MO Stock Holding History

Private Advisory Group’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 		$705K Buy
9,794
+379
+4% +$26.5K 0.04% 197
2026
Q1 		$621K Sell
9,415
-17
-0.2% -$1.09K 0.04% 187
2025
Q4 		$544K Buy
9,432
+205
+2% +$12.4K 0.04% 156
2025
Q3 		$610K Buy
9,227
+203
+2% +$12.9K 0.05% 146
2025
Q2 		$529K Buy
+9,024
New +$530K 0.05% 149

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

Private Advisory Group's MO Position: Q2 2026 in Review

Private Advisory Group increased its Altria Group (MO) stake by 4% in Q2 2026, buying an estimated $26.5K and bringing the position to 9,794 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #197.

Private Advisory Group first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Private Advisory Group held 9,794 shares of Altria Group worth $705K as of Q2 2026.
  • Private Advisory Group bought 379 Altria Group shares in Q2 2026, an estimated $26.5K.
  • Altria Group made up 0.04% of Private Advisory Group's portfolio in Q2 2026, its #197 holding.
  • Private Advisory Group first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.