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Savvy Advisors Inc’s Altria Group MO Stock Holding History

Savvy Advisors Inc’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 		$2.6M Buy
36,100
+3,303
+10% +$231K 0.06% 278
2026
Q1 		$2.16M Sell
32,797
-5,086
-13% -$327K 0.06% 255
2025
Q4 		$2.18M Buy
37,883
+6,061
+19% +$366K 0.07% 206
2025
Q3 		$2.1M Buy
31,822
+13,330
+72% +$845K 0.1% 149
2025
Q2 		$1.08M Buy
18,492
+2,150
+13% +$126K 0.07% 205
2025
Q1 		$981K Buy
16,342
+875
+6% +$47.8K 0.1% 169
2024
Q4 		$809K Buy
15,467
+10,227
+195% +$545K 0.1% 174
2024
Q3 		$267K Buy
+5,240
New +$265K 0.05% 277

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

Savvy Advisors Inc's MO Position: Q2 2026 in Review

Savvy Advisors Inc increased its Altria Group (MO) stake by 10% in Q2 2026, buying an estimated $231K and bringing the position to 36,100 shares worth $2.6M. The position accounts for 0.06% of the portfolio, ranked #278.

Savvy Advisors Inc first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Savvy Advisors Inc held 36,100 shares of Altria Group worth $2.6M as of Q2 2026.
  • Savvy Advisors Inc bought 3,303 Altria Group shares in Q2 2026, an estimated $231K.
  • Altria Group made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #278 holding.
  • Savvy Advisors Inc first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.