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Spurstone Advisory Services’s Altria Group MO Stock Holding History

Spurstone Advisory Services’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
Q1 		– Sell
-200
Closed -$11.5K – 94
2025
Q4 		$11.5K Hold
200
– – 0.18% 32
2025
Q3 		$13.2K Hold
200
– – 0.19% 43
2025
Q2 		$11.7K Hold
200
– – 0.18% 67
2025
Q1 		$12K Hold
200
– – 0.23% 40
2024
Q4 		$10.5K Buy
+200
New +$10.7K 0.2% 38

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spurstone Advisory Services's MO Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Altria Group (MO) in Q1 2026, closing a stake of 200 shares — an estimated $11.5K sold.

Spurstone Advisory Services first reported a position in MO in Q4 2024 and held it in 5 quarters. The position peaked at $13.2K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Spurstone Advisory Services reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Spurstone Advisory Services sold 200 Altria Group shares in Q1 2026, an estimated $11.5K.
  • Spurstone Advisory Services first reported a position in Altria Group in Q4 2024 and held it in 5 quarters.
  • Spurstone Advisory Services's Altria Group position peaked at $13.2K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.