Register Financial Advisors’s Altria Group MO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Buy	7,631 +74	+1%	+$5.17K	0.17%	135
2026 Q1	$499K	Buy	7,557 +1,223	+19%	+$78.7K	0.18%	122
2025 Q4	$365K	Buy	6,334 +783	+14%	+$47.3K	0.14%	140
2025 Q3	$367K	Sell	5,551 -154	-3%	-$9.76K	0.14%	136
2025 Q2	$335K	Sell	5,705 -1,581	-22%	-$92.8K	0.15%	140
2025 Q1	$437K	Buy	7,286 +112	+2%	+$6.12K	0.23%	103
2024 Q4	$375K	Buy	7,174 +22	+0.3%	+$1.17K	0.19%	118
2024 Q3	$365K	Sell	7,152 -278	-4%	-$14.1K	0.19%	119
2024 Q2	$338K	Buy	7,430 +674	+10%	+$29.9K	0.17%	121
2024 Q1	$295K	Sell	6,756 -126	-2%	-$5.22K	0.15%	131
2023 Q4	$278K	Buy	6,882 +1,032	+18%	+$42.7K	0.19%	127
2023 Q3	$246K	Hold	5,850	–	–	0.18%	119
2023 Q2	$265K	Buy	5,850 +5,223	+833%	+$237K	0.19%	118
2023 Q1	$28K	Buy	627 +150	+31%	+$6.9K	0.02%	300
2022 Q4	$21.8K	Buy	+477	New	+$21.6K	0.01%	509

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Register Financial Advisors's MO Position: Q2 2026 in Review

Register Financial Advisors increased its Altria Group (MO) stake by 0.98% in Q2 2026, buying an estimated $5.17K and bringing the position to 7,631 shares worth $549K. The position accounts for 0.17% of the portfolio, ranked #135.

Register Financial Advisors first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Register Financial Advisors held 7,631 shares of Altria Group worth $549K as of Q2 2026.
Register Financial Advisors bought 74 Altria Group shares in Q2 2026, an estimated $5.17K.
Altria Group made up 0.17% of Register Financial Advisors's portfolio in Q2 2026, its #135 holding.
Register Financial Advisors first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.