SS&H Financial Advisors’s Altria Group MO Stock Holding History

SS&H Financial 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	$255K	Buy	+3,550	New	+$248K	0.07%	117
2025 Q4	$205K	Hold	3,550	–	–	0.06%	124
2025 Q3	$235K	Hold	3,550	–	–	0.07%	124
2025 Q2	$208K	Hold	3,550	–	–	0.07%	120
2025 Q1	$213K	Buy	+3,550	New	+$194K	0.08%	120
2022 Q4	–	Sell	-6,500	Closed	-$262K	–	114
2022 Q3	$262K	Hold	6,500	–	–	0.14%	110
2022 Q2	$272K	Sell	6,500 -35	-0.5%	-$1.81K	0.13%	111
2022 Q1	$341K	Buy	+6,535	New	+$333K	0.13%	113

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SS&H Financial Advisors's MO Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Altria Group (MO) in Q2 2026: 3,550 shares worth $255K. The stake represents 0.07% of the portfolio and ranks #117 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in MO as recently as Q4 2025.

SS&H Financial Advisors first reported a position in MO in Q1 2022 and has held it in 8 quarters since. The position peaked at $341K in Q1 2022. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

SS&H Financial Advisors held 3,550 shares of Altria Group worth $255K as of Q2 2026.
Altria Group was a new SS&H Financial Advisors position in Q2 2026.
Altria Group made up 0.07% of SS&H Financial Advisors's portfolio in Q2 2026, its #117 holding.
SS&H Financial Advisors first reported a position in Altria Group in Q1 2022 and has held it in 8 quarters since.
SS&H Financial Advisors's Altria Group position peaked at $341K in Q1 2022.
2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.