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Provenance Wealth Advisors’s Altria Group MO Stock Holding History

Provenance 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 		$23.7K Buy
329
+229
+229% +$16K ﹤0.01% 282
2026
Q1 		$6.6K Sell
100
-173
-63% -$11.1K ﹤0.01% 330
2025
Q4 		$15.7K Hold
273
– – ﹤0.01% 281
2025
Q3 		$18K Hold
273
– – ﹤0.01% 299
2025
Q2 		$16K Sell
273
-11,422
-98% -$671K ﹤0.01% 286
2025
Q1 		$702K Hold
11,695
– – 0.1% 50
2024
Q4 		$612K Hold
11,695
– – 0.08% 71
2024
Q3 		$597K Hold
11,695
– – 0.07% 87
2024
Q2 		$533K Sell
11,695
-300
-3% -$13.3K 0.07% 81
2024
Q1 		$523K Buy
11,995
+5,220
+77% +$216K 0.07% 86
2023
Q4 		$273K Buy
6,775
+173
+3% +$7.16K 0.04% 113
2023
Q3 		$278K Buy
+6,602
New +$292K 0.04% 102

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

Provenance Wealth Advisors's MO Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Altria Group (MO) stake by 229% in Q2 2026, buying an estimated $16K and bringing the position to 329 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Provenance Wealth Advisors first reported a position in MO in Q3 2023 and has held it in 12 quarters since. The position peaked at $702K in Q1 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Provenance Wealth Advisors held 329 shares of Altria Group worth $23.7K as of Q2 2026.
  • Provenance Wealth Advisors bought 229 Altria Group shares in Q2 2026, an estimated $16K.
  • Altria Group made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #282 holding.
  • Provenance Wealth Advisors first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Altria Group position peaked at $702K in Q1 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.