SIAG
MO icon

Safeguard Investment Advisory Group’s Altria Group MO Stock Holding History

Safeguard Investment Advisory Group’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 		$878K Buy
12,202
+2,465
+25% +$172K 0.2% 55
2026
Q1 		$643K Sell
9,737
-246
-2% -$15.8K 0.18% 59
2025
Q4 		$576K Buy
9,983
+748
+8% +$45.2K 0.15% 64
2025
Q3 		$610K Buy
9,235
+1,415
+18% +$89.6K 0.15% 68
2025
Q2 		$458K Buy
7,820
+280
+4% +$16.4K 0.11% 80
2025
Q1 		$453K Buy
7,540
+88
+1% +$4.8K 0.12% 74
2024
Q4 		$390K Sell
7,452
-13
-0.2% -$693 0.11% 71
2024
Q3 		$381K Buy
7,465
+515
+7% +$26K 0.11% 72
2024
Q2 		$317K Buy
+6,950
New +$308K 0.1% 71
2021
Q1 		– Sell
-404
Closed -$16K – 461
2020
Q4 		$16K Buy
+404
New +$16.2K 0.01% 336

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

Safeguard Investment Advisory Group's MO Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Altria Group (MO) stake by 25% in Q2 2026, buying an estimated $172K and bringing the position to 12,202 shares worth $878K. The position accounts for 0.2% of the portfolio, ranked #55.

Safeguard Investment Advisory Group first reported a position in MO in Q4 2020 and has held it in 10 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Safeguard Investment Advisory Group held 12,202 shares of Altria Group worth $878K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 2,465 Altria Group shares in Q2 2026, an estimated $172K.
  • Altria Group made up 0.2% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #55 holding.
  • Safeguard Investment Advisory Group first reported a position in Altria Group in Q4 2020 and has held it in 10 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.