Sterling Investment Advisors (Pennsylvania)’s Altria Group MO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$477K	Hold	6,629	–	–	0.08%	153
2026 Q1	$437K	Hold	6,629	–	–	0.08%	149
2025 Q4	$382K	Sell	6,629 -1	-0%	-$60	0.07%	154
2025 Q3	$438K	Hold	6,630	–	–	0.09%	143
2025 Q2	$389K	Sell	6,630 -60	-0.9%	-$3.52K	0.09%	141
2025 Q1	$402K	Buy	6,690 +60	+0.9%	+$3.28K	0.1%	136
2024 Q4	$347K	Buy	6,630 +2,329	+54%	+$124K	0.08%	123
2024 Q3	$220K	Buy	+4,301	New	+$217K	0.06%	144
2022 Q3	–	Sell	-4,931	Closed	-$206K	–	347
2022 Q2	$206K	Sell	4,931 -659	-12%	-$34.1K	0.07%	133
2022 Q1	$292K	Buy	5,590 +6	+0.1%	+$306	0.08%	128
2021 Q4	$265K	Buy	5,584 +806	+17%	+$36.9K	0.07%	131
2021 Q3	$217K	Buy	4,778 +6	+0.1%	+$290	0.06%	143
2021 Q2	$228K	Buy	4,772 +659	+16%	+$32.4K	0.07%	142
2021 Q1	$210K	Buy	4,113 +3	+0.1%	+$134	0.07%	139
2020 Q4	$168K	Buy	4,110 +813	+25%	+$32.6K	0.06%	140
2020 Q3	$127K	Buy	3,297 +4	+0.1%	+$166	0.05%	150
2020 Q2	$129K	Buy	3,293 +122	+4%	+$4.76K	0.05%	144
2020 Q1	$122K	Buy	3,171 +175	+6%	+$7.77K	0.06%	134
2019 Q4	$149K	Buy	2,996 +1,450	+94%	+$68.4K	0.07%	130
2019 Q3	$63K	Sell	1,546 -300	-16%	-$13.8K	0.03%	186
2019 Q2	$87K	Hold	1,846	–	–	0.04%	159
2019 Q1	$106K	Buy	1,846 +550	+42%	+$28.1K	0.05%	148
2018 Q4	$64K	Sell	1,296 -30	-2%	-$1.74K	0.04%	175
2018 Q3	$80K	Sell	1,326 -674	-34%	-$40K	0.04%	177
2018 Q2	$113K	Hold	2,000	–	–	0.07%	134
2018 Q1	$125K	Sell	2,000 -300	-13%	-$19.9K	0.08%	127
2017 Q4	$164K	Hold	2,300	–	–	0.1%	116
2017 Q3	$146K	Hold	2,300	–	–	0.1%	115
2017 Q2	$171K	Buy	2,300 +900	+64%	+$65.8K	0.11%	111
2017 Q1	$100K	Buy	1,400 +800	+133%	+$57.9K	0.07%	126
2016 Q4	$41K	Buy	+600	New	+$38.6K	0.03%	165

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MO Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Altria Group (MO) position steady in Q2 2026 at 6,629 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #153.

Sterling Investment Advisors (Pennsylvania) first reported a position in MO in Q4 2016 and has held it in 31 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 6,629 shares of Altria Group worth $477K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.08% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #153 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Altria Group in Q4 2016 and has held it in 31 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.