Sarver Vrooman Wealth Advisors’s Altria Group MO Stock Holding History

Sarver Vrooman 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	$49.6K	Sell	688 -33	-5%	-$2.3K	0.03%	62
2026 Q1	$47.6K	Buy	721 +79	+12%	+$5.08K	0.03%	60
2025 Q4	$37K	Sell	642 -387	-38%	-$23.4K	0.02%	86
2025 Q3	$68K	Hold	1,029	–	–	0.04%	51
2025 Q2	$60.3K	Sell	1,029 -323	-24%	-$19K	0.04%	67
2025 Q1	$81.1K	Buy	+1,352	New	+$73.8K	0.05%	42

Other funds holding MO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's MO Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Altria Group (MO) stake by 4.6% in Q2 2026, selling an estimated $2.3K and leaving 688 shares worth $49.6K. The position accounts for 0.03% of the portfolio, ranked #62.

Sarver Vrooman Wealth Advisors first reported a position in MO in Q1 2025 and has held it in 6 quarters since. The position peaked at $81.1K in Q1 2025. 517 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Sarver Vrooman Wealth Advisors held 688 shares of Altria Group worth $49.6K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 33 Altria Group shares in Q2 2026, an estimated $2.3K.
Altria Group made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Sarver Vrooman Wealth Advisors first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's Altria Group position peaked at $81.1K in Q1 2025.
517 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.