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Sax Wealth Advisors’s Altria Group MO Stock Holding History

Sax 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 		$491K Buy
7,444
+2,115
+40% +$148K 0.02% 342
2026
Q1 		$307K Hold
5,329
– – 0.01% 378
2025
Q4 		$307K Buy
5,329
+68
+1% +$4.11K 0.01% 388
2025
Q3 		$348K Buy
5,261
+142
+3% +$9K 0.02% 328
2025
Q2 		$300K Buy
5,119
+71
+1% +$4.17K 0.02% 339
2025
Q1 		$303K Buy
+5,048
New +$276K 0.02% 295
2024
Q2 		– Sell
-6,246
Closed -$272K – 281
2024
Q1 		$272K Sell
6,246
-686
-10% -$28.4K 0.03% 155
2023
Q4 		$280K Sell
6,932
-5,956
-46% -$246K 0.05% 154
2023
Q3 		$542K Buy
12,888
+203
+2% +$8.97K 0.11% 105
2023
Q2 		$575K Buy
12,685
+11
+0.1% +$498 0.11% 100
2023
Q1 		$566K Buy
12,674
+711
+6% +$32.7K 0.12% 99
2022
Q4 		$547K Sell
11,963
-316
-3% -$14.3K 0.13% 95
2022
Q3 		$496K Buy
12,279
+12
+0.1% +$523 0.13% 98
2022
Q2 		$512K Buy
12,267
+735
+6% +$38.1K 0.13% 102
2022
Q1 		$603K Sell
11,532
-625
-5% -$31.8K 0.15% 93
2021
Q4 		$576K Buy
12,157
+624
+5% +$28.6K 0.12% 110
2021
Q3 		$525K Buy
11,533
+1,000
+9% +$48.3K 0.12% 102
2021
Q2 		$502K Buy
10,533
+3,275
+45% +$161K 0.17% 97
2021
Q1 		$371K Buy
7,258
+1,901
+35% +$85.2K 0.14% 104
2020
Q4 		$220K Buy
+5,357
New +$215K 0.1% 117

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

Sax Wealth Advisors's MO Position: Q2 2026 in Review

Sax Wealth Advisors increased its Altria Group (MO) stake by 40% in Q2 2026, buying an estimated $148K and bringing the position to 7,444 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #342.

Sax Wealth Advisors first reported a position in MO in Q4 2020 and has held it in 20 quarters since. The position peaked at $603K in Q1 2022. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sax Wealth Advisors held 7,444 shares of Altria Group worth $491K as of Q2 2026.
  • Sax Wealth Advisors bought 2,115 Altria Group shares in Q2 2026, an estimated $148K.
  • Altria Group made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #342 holding.
  • Sax Wealth Advisors first reported a position in Altria Group in Q4 2020 and has held it in 20 quarters since.
  • Sax Wealth Advisors's Altria Group position peaked at $603K in Q1 2022.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.