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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Savvy Advisors Inc's MO Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Altria Group (MO) stake by 13% in Q1 2026, selling an estimated $327K and leaving 32,797 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #255.

Savvy Advisors Inc first reported a position in MO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q4 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Savvy Advisors Inc held 32,797 shares of Altria Group worth $2.16M as of Q1 2026.
  • Savvy Advisors Inc sold 5,086 Altria Group shares in Q1 2026, an estimated $327K.
  • Altria Group made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #255 holding.
  • Savvy Advisors Inc first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Altria Group position peaked at $2.18M in Q4 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.