Smith Salley Wealth Management’s Altria Group MO Stock Holding History

Smith Salley Wealth Management’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	$654K	Sell	9,095 -486	-5%	-$33.9K	0.03%	182
2026 Q1	$632K	Buy	9,581 +1,870	+24%	+$120K	0.03%	178
2025 Q4	$445K	Buy	7,711 +450	+6%	+$27.2K	0.02%	196
2025 Q3	$480K	Hold	7,261	–	–	0.02%	185
2025 Q2	$426K	Buy	7,261 +23	+0.3%	+$1.35K	0.02%	184
2025 Q1	$434K	Buy	7,238 +1,399	+24%	+$76.4K	0.03%	177
2024 Q4	$305K	Buy	5,839 +50	+0.9%	+$2.66K	0.02%	209
2024 Q3	$295K	Buy	5,789 +298	+5%	+$15.1K	0.02%	208
2024 Q2	$250K	Sell	5,491 -546	-9%	-$24.2K	0.02%	208
2024 Q1	$263K	Buy	+6,037	New	+$250K	0.02%	205
2023 Q1	–	Sell	-4,722	Closed	-$216K	–	231
2022 Q4	$216K	Buy	+4,722	New	+$214K	0.02%	211
2022 Q3	–	Sell	-4,987	Closed	-$208K	–	225
2022 Q2	$208K	Sell	4,987 -4,365	-47%	-$226K	0.02%	216
2022 Q1	$488K	Sell	9,352 -687	-7%	-$35K	0.04%	181
2021 Q4	$476K	Sell	10,039 -6,394	-39%	-$293K	0.03%	185
2021 Q3	$748K	Buy	16,433 +1,661	+11%	+$80.2K	0.06%	163
2021 Q2	$705K	Buy	14,772 +60	+0.4%	+$2.95K	0.06%	165
2021 Q1	$753K	Buy	14,712 +564	+4%	+$25.3K	0.07%	140
2020 Q4	$580K	Sell	14,148 -591	-4%	-$23.7K	0.06%	144
2020 Q3	$570K	Sell	14,739 -61	-0.4%	-$2.54K	0.07%	122
2020 Q2	$581K	Sell	14,800 -362	-2%	-$14.1K	0.08%	119
2020 Q1	$586K	Hold	15,162	–	–	0.1%	117
2019 Q4	$756K	Sell	15,162 -653	-4%	-$30.8K	0.1%	112
2019 Q3	$647K	Sell	15,815 -2,851	-15%	-$131K	0.09%	114
2019 Q2	$884K	Buy	18,666 +1,037	+6%	+$54.3K	0.13%	99
2019 Q1	$1.01M	Buy	17,629 +6,640	+60%	+$339K	0.16%	94
2018 Q4	$543K	Sell	10,989 -1,182	-10%	-$68.5K	0.1%	109
2018 Q3	$734K	Sell	12,171 -268	-2%	-$15.9K	0.12%	110
2018 Q2	$706K	Sell	12,439 -115	-0.9%	-$6.63K	0.12%	105
2018 Q1	$782K	Sell	12,554 -1,500	-11%	-$99.3K	0.14%	98
2017 Q4	$1M	Sell	14,054 -157	-1%	-$10.5K	0.18%	97
2017 Q3	$901K	Sell	14,211 -715	-5%	-$47.7K	0.17%	102
2017 Q2	$1.11M	Sell	14,926 -573	-4%	-$41.9K	0.22%	94
2017 Q1	$1.11M	Sell	15,499 -713	-4%	-$51.6K	0.23%	93
2016 Q4	$1.1M	Buy	16,212 +6,772	+72%	+$436K	0.23%	92
2016 Q3	$597K	Sell	9,440 -639	-6%	-$42.5K	0.13%	104
2016 Q2	$695K	Sell	10,079 -1,134	-10%	-$72.6K	0.16%	104
2016 Q1	$703K	Sell	11,213 -152	-1%	-$9.19K	0.18%	100
2015 Q4	$662K	Buy	11,365 +410	+4%	+$23.8K	0.17%	111
2015 Q3	$596K	Sell	10,955 -782	-7%	-$41.9K	0.16%	110
2015 Q2	$574K	Sell	11,737 -415	-3%	-$21K	0.15%	113
2015 Q1	$607K	Sell	12,152 -1,291	-10%	-$68.5K	0.15%	115
2014 Q4	$663K	Buy	13,443 +2,550	+23%	+$124K	0.17%	114
2014 Q3	$501K	Sell	10,893 -5,755	-35%	-$247K	0.13%	134
2014 Q2	$698K	Buy	+16,648	New	+$670K	0.19%	117

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Smith Salley Wealth Management's MO Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Altria Group (MO) stake by 5.1% in Q2 2026, selling an estimated $33.9K and leaving 9,095 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #182.

Smith Salley Wealth Management first reported a position in MO in Q2 2014 and has held it in 44 quarters since. The position peaked at $1.11M in Q2 2017. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Smith Salley Wealth Management held 9,095 shares of Altria Group worth $654K as of Q2 2026.
Smith Salley Wealth Management sold 486 Altria Group shares in Q2 2026, an estimated $33.9K.
Altria Group made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #182 holding.
Smith Salley Wealth Management first reported a position in Altria Group in Q2 2014 and has held it in 44 quarters since.
Smith Salley Wealth Management's Altria Group position peaked at $1.11M in Q2 2017.
825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.