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Soltis Investment Advisors’s Altria Group MO Stock Holding History

Soltis 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 		$1.16M Buy
16,181
+857
+6% +$59.8K 0.06% 220
2026
Q1 		$1.01M Sell
15,324
-1,525
-9% -$98.1K 0.06% 217
2025
Q4 		$972K Buy
16,849
+2,172
+15% +$131K 0.06% 218
2025
Q3 		$970K Buy
14,677
+288
+2% +$18.2K 0.07% 207
2025
Q2 		$844K Buy
14,389
+8,438
+142% +$496K 0.07% 192
2025
Q1 		$357K Buy
5,951
+190
+3% +$10.4K 0.03% 276
2024
Q4 		$301K Buy
5,761
+1,126
+24% +$60K 0.03% 288
2024
Q3 		$237K Sell
4,635
-964
-17% -$48.7K 0.02% 321
2024
Q2 		$255K Buy
5,599
+1,001
+22% +$44.4K 0.03% 282
2024
Q1 		$201K Sell
4,598
-3,554
-44% -$147K 0.02% 289
2023
Q4 		$329K Sell
8,152
-1,546
-16% -$63.9K 0.04% 231
2023
Q3 		$408K Buy
9,698
+1,464
+18% +$64.7K 0.05% 184
2023
Q2 		$373K Buy
8,234
+260
+3% +$11.8K 0.04% 194
2023
Q1 		$356K Buy
7,974
+40
+0.5% +$1.84K 0.05% 195
2022
Q4 		$363K Buy
+7,934
New +$359K 0.05% 187
2022
Q2 		– Sell
-3,984
Closed -$208K – 257
2022
Q1 		$208K Buy
+3,984
New +$203K 0.03% 239
2021
Q4 		– Sell
-39,509
Closed -$1.8M – 269
2021
Q3 		$1.8M Buy
39,509
+1,644
+4% +$79.4K 0.28% 77
2021
Q2 		$1.8M Buy
37,865
+5,859
+18% +$288K 0.29% 75
2021
Q1 		$1.64M Buy
32,006
+5,247
+20% +$235K 0.3% 67
2020
Q4 		$1.1M Buy
+26,759
New +$1.07M 0.2% 82

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's MO Position: Q2 2026 in Review

Soltis Investment Advisors increased its Altria Group (MO) stake by 5.6% in Q2 2026, buying an estimated $59.8K and bringing the position to 16,181 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #220.

Soltis Investment Advisors first reported a position in MO in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.8M in Q2 2021. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Soltis Investment Advisors held 16,181 shares of Altria Group worth $1.16M as of Q2 2026.
  • Soltis Investment Advisors bought 857 Altria Group shares in Q2 2026, an estimated $59.8K.
  • Altria Group made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #220 holding.
  • Soltis Investment Advisors first reported a position in Altria Group in Q4 2020 and has held it in 20 quarters since.
  • Soltis Investment Advisors's Altria Group position peaked at $1.8M in Q2 2021.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.