Resonant Capital Advisors’s Altria Group MO Stock Holding History

Resonant Capital 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	$888K	Buy	12,163 +1,204	+11%	+$84K	0.04%	201
2026 Q1	$733K	Buy	10,959 +2,277	+26%	+$147K	0.04%	212
2025 Q4	$510K	Sell	8,682 -2,166	-20%	-$131K	0.03%	243
2025 Q3	$728K	Buy	10,848 +823	+8%	+$52.1K	0.04%	197
2025 Q2	$598K	Buy	10,025 +2,027	+25%	+$119K	0.04%	216
2025 Q1	$488K	Buy	7,998 +1,436	+22%	+$78.4K	0.03%	215
2024 Q4	$350K	Sell	6,562 -94	-1%	-$5.01K	0.03%	247
2024 Q3	$347K	Buy	6,656 +543	+9%	+$27.4K	0.03%	257
2024 Q2	$284K	Buy	6,113 +487	+9%	+$21.6K	0.02%	279
2024 Q1	$251K	Buy	+5,626	New	+$233K	0.02%	298
2023 Q4	–	Sell	-4,738	Closed	-$204K	–	290
2023 Q3	$204K	Buy	4,738 +254	+6%	+$11.2K	0.02%	258
2023 Q2	$207K	Buy	+4,484	New	+$203K	0.02%	259
2023 Q1	–	Sell	-5,010	Closed	-$234K	–	259
2022 Q4	$234K	Buy	5,010 +153	+3%	+$6.93K	0.03%	236
2022 Q3	$201K	Buy	+4,857	New	+$212K	0.03%	219

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

Resonant Capital Advisors's MO Position: Q2 2026 in Review

Resonant Capital Advisors increased its Altria Group (MO) stake by 11% in Q2 2026, buying an estimated $84K and bringing the position to 12,163 shares worth $888K. The position accounts for 0.04% of the portfolio, ranked #201.

Resonant Capital Advisors first reported a position in MO in Q3 2022 and has held it in 14 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Resonant Capital Advisors held 12,163 shares of Altria Group worth $888K as of Q2 2026.
Resonant Capital Advisors bought 1,204 Altria Group shares in Q2 2026, an estimated $84K.
Altria Group made up 0.04% of Resonant Capital Advisors's portfolio in Q2 2026, its #201 holding.
Resonant Capital Advisors first reported a position in Altria Group in Q3 2022 and has held it in 14 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.