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Secured Retirement Advisors’s Altria Group MO Stock Holding History

Secured Retirement 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 		$546K Buy
7,592
+47
+0.6% +$3.28K 0.28% 108
2026
Q1 		$498K Buy
7,545
+141
+2% +$9.07K 0.28% 106
2025
Q4 		$427K Buy
7,404
+643
+10% +$38.8K 0.24% 100
2025
Q3 		$447K Buy
6,761
+2,108
+45% +$134K 0.25% 99
2025
Q2 		$273K Buy
4,653
+616
+15% +$36.2K 0.16% 101
2025
Q1 		$242K Buy
+4,037
New +$220K 0.16% 109

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

Secured Retirement Advisors's MO Position: Q2 2026 in Review

Secured Retirement Advisors increased its Altria Group (MO) stake by 0.62% in Q2 2026, buying an estimated $3.28K and bringing the position to 7,592 shares worth $546K. The position accounts for 0.28% of the portfolio, ranked #108.

Secured Retirement Advisors first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Secured Retirement Advisors held 7,592 shares of Altria Group worth $546K as of Q2 2026.
  • Secured Retirement Advisors bought 47 Altria Group shares in Q2 2026, an estimated $3.28K.
  • Altria Group made up 0.28% of Secured Retirement Advisors's portfolio in Q2 2026, its #108 holding.
  • Secured Retirement Advisors first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.