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Serenus Wealth Advisors’s Altria Group MO Stock Holding History

Serenus 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 		$843K Sell
11,721
-151
-1% -$10.5K 0.15% 33
2026
Q1 		$783K Sell
11,872
-7
-0.1% -$450 0.16% 31
2025
Q4 		$685K Hold
11,879
– – 0.13% 36
2025
Q3 		$785K Buy
11,879
+2
+0% +$127 0.13% 34
2025
Q2 		$696K Buy
11,877
+5
+0% +$294 0.12% 35
2025
Q1 		$713K Buy
11,872
+150
+1% +$8.19K 0.12% 28
2024
Q4 		$613K Buy
+11,722
New +$624K 0.11% 32

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

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

Serenus Wealth Advisors reduced its Altria Group (MO) stake by 1.3% in Q2 2026, selling an estimated $10.5K and leaving 11,721 shares worth $843K. The position accounts for 0.15% of the portfolio, ranked #33.

Serenus Wealth Advisors first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Serenus Wealth Advisors held 11,721 shares of Altria Group worth $843K as of Q2 2026.
  • Serenus Wealth Advisors sold 151 Altria Group shares in Q2 2026, an estimated $10.5K.
  • Altria Group made up 0.15% of Serenus Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Serenus Wealth Advisors first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.