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Strata Wealth Advisors’s Altria Group MO Stock Holding History

Strata Wealth 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 		$236K Buy
3,279
+239
+8% +$16.7K 0.06% 92
2026
Q1 		$201K Sell
3,040
-834
-22% -$53.7K 0.06% 87
2025
Q4 		$223K Sell
3,874
-2,288
-37% -$138K 0.06% 83
2025
Q3 		$407K Buy
+6,162
New +$390K 0.11% 67

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

Strata Wealth Advisors's MO Position: Q2 2026 in Review

Strata Wealth Advisors increased its Altria Group (MO) stake by 7.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,279 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #92.

Strata Wealth Advisors first reported a position in MO in Q3 2025 and has held it in 4 quarters since. The position peaked at $407K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Strata Wealth Advisors held 3,279 shares of Altria Group worth $236K as of Q2 2026.
  • Strata Wealth Advisors bought 239 Altria Group shares in Q2 2026, an estimated $16.7K.
  • Altria Group made up 0.06% of Strata Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Strata Wealth Advisors first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • Strata Wealth Advisors's Altria Group position peaked at $407K in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.