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Realta Investment Advisors’s Altria Group MO Stock Holding History

Realta Investment 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 		$356K Sell
4,946
-3,070
-38% -$214K 0.11% 159
2026
Q1 		$529K Sell
8,016
-317
-4% -$20.4K 0.18% 121
2025
Q4 		$480K Buy
8,333
+49
+0.6% +$2.96K 0.16% 129
2025
Q3 		$547K Sell
8,284
-933
-10% -$59.1K 0.18% 111
2025
Q2 		$540K Sell
9,217
-585
-6% -$34.4K 0.21% 99
2025
Q1 		$588K Buy
9,802
+793
+9% +$43.3K 0.27% 91
2024
Q4 		$479K Buy
9,009
+1,222
+16% +$65.1K 0.2% 110
2024
Q3 		$388K Sell
7,787
-8,026
-51% -$406K 0.18% 123
2024
Q2 		$720K Buy
15,813
+606
+4% +$26.9K 0.14% 162
2024
Q1 		$663K Sell
15,207
-1,958
-11% -$81.2K 0.14% 177
2023
Q4 		$692K Sell
17,165
-6,504
-27% -$269K 0.16% 158
2023
Q3 		$1.07M Sell
23,669
-1,053
-4% -$46.5K 0.25% 96
2023
Q2 		$1.12M Sell
24,722
-3,457
-12% -$157K 0.24% 97
2023
Q1 		$1.26M Sell
28,179
-2,426
-8% -$112K 0.31% 81
2022
Q4 		$1.4M Buy
30,605
+202
+0.7% +$9.15K 0.34% 66
2022
Q3 		$1.23M Buy
30,403
+5,092
+20% +$222K 0.32% 69
2022
Q2 		$1.07M Sell
25,311
-473
-2% -$24.5K 0.26% 91
2022
Q1 		$1.35M Buy
25,784
+708
+3% +$36.1K 0.27% 84
2021
Q4 		$1.19M Sell
25,076
-1,007
-4% -$46.1K 0.26% 88
2021
Q3 		$1.19M Buy
26,083
+1,797
+7% +$86.8K 0.28% 82
2021
Q2 		$1.16M Buy
24,286
+1,746
+8% +$85.8K 0.27% 89
2021
Q1 		$1.15M Buy
22,540
+6,228
+38% +$279K 0.3% 82
2020
Q4 		$669K Buy
16,312
+4,611
+39% +$185K 0.19% 127
2020
Q3 		$452K Sell
11,701
-1,152
-9% -$47.9K 0.15% 160
2020
Q2 		$504K Sell
12,853
-611
-5% -$23.8K 0.17% 165
2020
Q1 		$521K Buy
13,464
+58
+0.4% +$2.57K 0.22% 129
2019
Q4 		$664K Buy
13,406
+764
+6% +$36K 0.18% 141
2019
Q3 		$511K Buy
12,642
+813
+7% +$37.4K 0.14% 172
2019
Q2 		$560K Buy
11,829
+3,576
+43% +$187K 0.16% 157
2019
Q1 		$476K Buy
+8,253
New +$422K 0.22% 138

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

Realta Investment Advisors's MO Position: Q2 2026 in Review

Realta Investment Advisors reduced its Altria Group (MO) stake by 38% in Q2 2026, selling an estimated $214K and leaving 4,946 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #159.

Realta Investment Advisors first reported a position in MO in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.4M in Q4 2022. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Realta Investment Advisors held 4,946 shares of Altria Group worth $356K as of Q2 2026.
  • Realta Investment Advisors sold 3,070 Altria Group shares in Q2 2026, an estimated $214K.
  • Altria Group made up 0.11% of Realta Investment Advisors's portfolio in Q2 2026, its #159 holding.
  • Realta Investment Advisors first reported a position in Altria Group in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Altria Group position peaked at $1.4M in Q4 2022.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.