Spurstone Advisory Services’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.3K Buy
+200
New +$14K 0.2% 39
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

Spurstone Advisory Services's MO Position: Q2 2026 in Review

Spurstone Advisory Services opened a new position in Altria Group (MO) in Q2 2026: 200 shares worth $14.3K. The stake represents 0.2% of the portfolio and ranks #39 among its holdings. This is a return to the name: Spurstone Advisory Services previously reported a position in MO as recently as Q4 2025.

Spurstone Advisory Services first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Spurstone Advisory Services held 200 shares of Altria Group worth $14.3K as of Q2 2026.
  • Altria Group was a new Spurstone Advisory Services position in Q2 2026.
  • Altria Group made up 0.2% of Spurstone Advisory Services's portfolio in Q2 2026, its #39 holding.
  • Spurstone Advisory Services first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.