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Sound View Wealth Advisors Group’s Altria Group MO Stock Holding History

Sound View Wealth Advisors Group’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 		$4.96M Sell
68,995
-69
-0.1% -$4.82K 0.31% 79
2026
Q1 		$4.56M Buy
69,064
+242
+0.4% +$15.6K 0.31% 73
2025
Q4 		$3.97M Sell
68,822
-1,107
-2% -$66.8K 0.27% 81
2025
Q3 		$4.62M Sell
69,929
-1,923
-3% -$122K 0.32% 73
2025
Q2 		$4.21M Buy
71,852
+435
+0.6% +$25.5K 0.31% 75
2025
Q1 		$4.29M Sell
71,417
-2,641
-4% -$144K 0.35% 65
2024
Q4 		$3.87M Buy
74,058
+505
+0.7% +$26.9K 0.31% 68
2024
Q3 		$3.75M Buy
73,553
+36,939
+101% +$1.87M 0.31% 77
2024
Q2 		$1.67M Sell
36,614
-1,462
-4% -$64.9K 0.17% 122
2024
Q1 		$1.66M Sell
38,076
-39,191
-51% -$1.62M 0.18% 123
2023
Q4 		$3.12M Buy
77,267
+34,386
+80% +$1.42M 0.34% 73
2023
Q3 		$1.8M Buy
42,881
+442
+1% +$19.5K 0.22% 98
2023
Q2 		$1.92M Buy
42,439
+995
+2% +$45.1K 0.25% 89
2023
Q1 		$1.85M Sell
41,444
-35,823
-46% -$1.65M 0.25% 92
2022
Q4 		$3.12M Buy
77,267
+43,250
+127% +$1.96M 0.34% 73
2022
Q3 		$1.37M Buy
34,017
+1,019
+3% +$44.5K 0.31% 81
2022
Q2 		$1.38M Sell
32,998
-1,005
-3% -$52K 0.29% 88
2022
Q1 		$1.78M Sell
34,003
-515
-1% -$26.2K 0.34% 74
2021
Q4 		$1.64M Sell
34,518
-1,214
-3% -$55.6K 0.31% 85
2021
Q3 		$1.63M Sell
35,732
-1,968
-5% -$95K 0.34% 76
2021
Q2 		$1.8M Sell
37,700
-2,507
-6% -$123K 0.38% 70
2021
Q1 		$2.06M Sell
40,207
-515
-1% -$23.1K 0.48% 58
2020
Q4 		$1.67M Sell
40,722
-1,719
-4% -$69K 0.41% 66
2020
Q3 		$1.64M Sell
42,441
-5,320
-11% -$221K 0.43% 60
2020
Q2 		$1.88M Buy
47,761
+446
+0.9% +$17.4K 0.53% 54
2020
Q1 		$1.83M Sell
47,315
-1,862
-4% -$82.6K 0.63% 52
2019
Q4 		$2.45M Sell
49,177
-1,795
-4% -$84.7K 0.69% 46
2019
Q3 		$2.08M Sell
50,972
-15,728
-24% -$723K 0.62% 49
2019
Q2 		$3.16M Buy
+66,700
New +$3.49M 0.93% 33

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

Sound View Wealth Advisors Group's MO Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Altria Group (MO) stake by 0.1% in Q2 2026, selling an estimated $4.82K and leaving 68,995 shares worth $4.96M. The position accounts for 0.31% of the portfolio, ranked #79.

Sound View Wealth Advisors Group first reported a position in MO in Q2 2019 and has held it in 29 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sound View Wealth Advisors Group held 68,995 shares of Altria Group worth $4.96M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 69 Altria Group shares in Q2 2026, an estimated $4.82K.
  • Altria Group made up 0.31% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #79 holding.
  • Sound View Wealth Advisors Group first reported a position in Altria Group in Q2 2019 and has held it in 29 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.