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Providence Wealth Advisors’s Altria Group MO Stock Holding History

Providence 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 		$767K Sell
10,500
-129
-1% -$9K 0.45% 53
2026
Q1 		$696K Hold
10,629
– – 0.44% 52
2025
Q4 		$596K Sell
10,629
-1,229
-10% -$74.2K 0.37% 52
2025
Q3 		$750K Sell
11,858
-844
-7% -$53.5K 0.47% 52
2025
Q2 		$804K Buy
12,702
+4,220
+50% +$248K 0.55% 49
2025
Q1 		$499K Hold
8,482
– – 0.38% 52
2024
Q4 		$444K Hold
8,482
– – 0.34% 55
2024
Q3 		$421K Buy
+8,482
New +$429K 0.31% 55

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

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

Providence Wealth Advisors reduced its Altria Group (MO) stake by 1.2% in Q2 2026, selling an estimated $9K and leaving 10,500 shares worth $767K. The position accounts for 0.45% of the portfolio, ranked #53.

Providence Wealth Advisors first reported a position in MO in Q3 2024 and has held it in 8 quarters since. The position peaked at $804K in Q2 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Providence Wealth Advisors held 10,500 shares of Altria Group worth $767K as of Q2 2026.
  • Providence Wealth Advisors sold 129 Altria Group shares in Q2 2026, an estimated $9K.
  • Altria Group made up 0.45% of Providence Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Providence Wealth Advisors first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • Providence Wealth Advisors's Altria Group position peaked at $804K in Q2 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Providence Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.