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SOA Wealth Advisors’s Altria Group MO Stock Holding History

SOA 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 		$59.3K Buy
824
+10
+1% +$698 0.01% 359
2026
Q1 		$53.7K Sell
814
-352
-30% -$22.6K 0.01% 354
2025
Q4 		$67.3K Buy
1,166
+170
+17% +$10.3K 0.01% 324
2025
Q3 		$65.8K Buy
996
+11
+1% +$697 0.01% 341
2025
Q2 		$57.7K Buy
985
+303
+44% +$17.8K 0.01% 346
2025
Q1 		$40.9K Sell
682
-93
-12% -$5.08K 0.01% 370
2024
Q4 		$40.5K Sell
775
-39
-5% -$2.08K 0.01% 357
2024
Q3 		$41.5K Buy
814
+10
+1% +$505 0.01% 350
2024
Q2 		$36.6K Sell
804
-171
-18% -$7.59K 0.01% 352
2024
Q1 		$42.5K Buy
975
+11
+1% +$456 0.01% 329
2023
Q4 		$38.9K Buy
964
+10
+1% +$414 0.01% 324
2023
Q3 		$40.1K Sell
954
-91
-9% -$4.02K 0.01% 316
2023
Q2 		$47.4K Buy
1,045
+8
+0.8% +$362 0.01% 297
2023
Q1 		$46.3K Buy
1,037
+8
+0.8% +$368 0.01% 293
2022
Q4 		$47K Buy
1,029
+59
+6% +$2.67K 0.01% 289
2022
Q3 		$39K Buy
970
+9
+0.9% +$393 0.01% 295
2022
Q2 		$40K Sell
961
-284
-23% -$14.7K 0.01% 292
2022
Q1 		$65K Buy
1,245
+7
+0.6% +$357 0.02% 275
2021
Q4 		$58K Sell
1,238
-850
-41% -$39K 0.01% 277
2021
Q3 		$95K Sell
2,088
-3
-0.1% -$145 0.02% 225
2021
Q2 		$99K Sell
2,091
-144
-6% -$7.08K 0.03% 216
2021
Q1 		$114K Buy
2,235
+237
+12% +$10.6K 0.03% 184
2020
Q4 		$87K Buy
+1,998
New +$80.2K 0.02% 207

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

SOA Wealth Advisors increased its Altria Group (MO) stake by 1.2% in Q2 2026, buying an estimated $698 and bringing the position to 824 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #359.

SOA Wealth Advisors first reported a position in MO in Q4 2020 and has held it in 23 quarters since. The position peaked at $114K in Q1 2021. 583 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • SOA Wealth Advisors held 824 shares of Altria Group worth $59.3K as of Q2 2026.
  • SOA Wealth Advisors bought 10 Altria Group shares in Q2 2026, an estimated $698.
  • Altria Group made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #359 holding.
  • SOA Wealth Advisors first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Altria Group position peaked at $114K in Q1 2021.
  • 583 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.