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Regal Investment Advisors’s Altria Group MO Stock Holding History

Regal 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
2019
Q2 		– Sell
-400
Closed -$23K – 353
2019
Q1 		$23K Buy
+400
New +$20.4K ﹤0.01% 348

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Investment Advisors's MO Position: Q1 2026 in Review

Regal Investment Advisors reduced its Altria Group (MO) stake by 1.4% in Q1 2026, selling an estimated $132K and leaving 148,761 shares worth $9.82M. The position accounts for 0.57% of the portfolio, ranked #38.

Regal Investment Advisors first reported a position in MO in Q2 2013 and has held it in 48 quarters since. The position peaked at $11.5M in Q2 2024. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Regal Investment Advisors held 148,761 shares of Altria Group worth $9.82M as of Q1 2026.
  • Regal Investment Advisors sold 2,049 Altria Group shares in Q1 2026, an estimated $132K.
  • Altria Group made up 0.57% of Regal Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Regal Investment Advisors first reported a position in Altria Group in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's Altria Group position peaked at $11.5M in Q2 2024.
  • 2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.