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San Luis Wealth Advisors’s Altria Group MO Stock Holding History

San Luis Wealth 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 		$1.81M Sell
25,206
-864
-3% -$60.3K 0.27% 61
2026
Q1 		$1.72M Buy
26,070
+9,846
+61% +$634K 0.28% 60
2025
Q4 		$935K Buy
16,224
+3,312
+26% +$200K 0.16% 95
2025
Q3 		$853K Buy
12,912
+1,483
+13% +$94K 0.15% 83
2025
Q2 		$670K Sell
11,429
-1,286
-10% -$75.5K 0.14% 83
2025
Q1 		$763K Sell
12,715
-3,722
-23% -$203K 0.17% 60
2024
Q4 		$859K Buy
16,437
+2,588
+19% +$138K 0.16% 65
2024
Q3 		$707K Buy
13,849
+3,723
+37% +$188K 0.15% 70
2024
Q2 		$461K Buy
10,126
+4
+0% +$177 0.11% 73
2024
Q1 		$442K Buy
10,122
+1,667
+20% +$69.1K 0.23% 30
2023
Q4 		$341K Hold
8,455
– – 0.14% 42
2023
Q3 		$356K Hold
8,455
– – 0.17% 49
2023
Q2 		$383K Buy
8,455
+1,867
+28% +$84.6K 0.14% 131
2023
Q1 		$294K Sell
6,588
-326
-5% -$15K 0.11% 136
2022
Q4 		$316K Sell
6,914
-10,457
-60% -$474K 0.29% 58
2022
Q3 		$701K Buy
+17,371
New +$758K 0.73% 38
2022
Q2 		– Sell
-3,605
Closed -$171K – 294
2022
Q1 		$171K Buy
+3,605
New +$184K 0.08% 162
2020
Q4 		$488K Buy
+11,904
New +$478K 0.31% 83

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

San Luis Wealth Advisors's MO Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Altria Group (MO) stake by 3.3% in Q2 2026, selling an estimated $60.3K and leaving 25,206 shares worth $1.81M. The position accounts for 0.27% of the portfolio, ranked #61.

San Luis Wealth Advisors first reported a position in MO in Q4 2020 and has held it in 18 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • San Luis Wealth Advisors held 25,206 shares of Altria Group worth $1.81M as of Q2 2026.
  • San Luis Wealth Advisors sold 864 Altria Group shares in Q2 2026, an estimated $60.3K.
  • Altria Group made up 0.27% of San Luis Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • San Luis Wealth Advisors first reported a position in Altria Group in Q4 2020 and has held it in 18 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.