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Signature Estate & Investment Advisors’s Altria Group MO Stock Holding History

Signature Estate & Investment 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 		$898K Buy
12,476
+1,089
+10% +$76K 0.02% 294
2026
Q1 		$751K Buy
11,387
+685
+6% +$44.1K 0.02% 334
2025
Q4 		$617K Buy
10,702
+4,940
+86% +$298K 0.01% 350
2025
Q3 		$381K Buy
5,762
+97
+2% +$6.14K 0.01% 436
2025
Q2 		$332K Sell
5,665
-122
-2% -$7.17K 0.01% 443
2025
Q1 		$347K Buy
+5,787
New +$316K 0.01% 411
2023
Q1 		– Sell
-5,220
Closed -$238K – 187
2022
Q4 		$238K Buy
+5,220
New +$236K 0.01% 169
2017
Q2 		– Sell
-3,441
Closed -$246K – 167
2017
Q1 		$246K Buy
+3,441
New +$249K 0.03% 132

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

Signature Estate & Investment Advisors's MO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Altria Group (MO) stake by 9.6% in Q2 2026, buying an estimated $76K and bringing the position to 12,476 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #294.

Signature Estate & Investment Advisors first reported a position in MO in Q1 2017 and has held it in 8 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Signature Estate & Investment Advisors held 12,476 shares of Altria Group worth $898K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 1,089 Altria Group shares in Q2 2026, an estimated $76K.
  • Altria Group made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #294 holding.
  • Signature Estate & Investment Advisors first reported a position in Altria Group in Q1 2017 and has held it in 8 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.