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Strategic Advisors’s Altria Group MO Stock Holding History

Strategic 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 		$348K Sell
4,839
-3,087
-39% -$215K 0.08% 135
2026
Q1 		$523K Sell
7,926
-317
-4% -$20.4K 0.09% 133
2025
Q4 		$475K Buy
8,243
+160
+2% +$9.66K 0.07% 137
2025
Q3 		$534K Sell
8,083
-702
-8% -$44.5K 0.09% 130
2025
Q2 		$515K Sell
8,785
-184
-2% -$10.8K 0.1% 115
2025
Q1 		$538K Sell
8,969
-77
-0.9% -$4.2K 0.1% 127
2024
Q4 		$473K Buy
9,046
+1,120
+14% +$59.7K 0.09% 135
2024
Q3 		$405K Sell
7,926
-1,979
-20% -$100K 0.08% 155
2024
Q2 		$451K Sell
9,905
-32
-0.3% -$1.42K 0.09% 143
2024
Q1 		$433K Buy
9,937
+1,072
+12% +$44.4K 0.09% 150
2023
Q4 		$358K Buy
+8,865
New +$367K 0.07% 158
2023
Q2 		– Sell
-6,007
Closed -$268K – 205
2023
Q1 		$268K Buy
6,007
+569
+10% +$26.2K 0.05% 174
2022
Q4 		$249K Buy
5,438
+249
+5% +$11.3K 0.06% 170
2022
Q3 		$209K Buy
5,189
+3
+0.1% +$131 0.05% 177
2022
Q2 		$216K Buy
+5,186
New +$269K 0.05% 172
2020
Q2 		– Sell
-11,554
Closed -$464K – 156
2020
Q1 		$464K Sell
11,554
-1,406
-11% -$62.4K 0.2% 88
2019
Q4 		$647K Sell
12,960
-1,860
-13% -$87.7K 0.23% 94
2019
Q3 		$606K Sell
14,820
-757
-5% -$34.8K 0.23% 90
2019
Q2 		$737K Sell
15,577
-1,127
-7% -$59K 0.28% 75
2019
Q1 		$959K Sell
16,704
-5,867
-26% -$300K 0.37% 68
2018
Q4 		$1.11M Buy
22,571
+4,094
+22% +$237K 0.49% 57
2018
Q3 		$1.11M Sell
18,477
-1,874
-9% -$111K 0.41% 62
2018
Q2 		$1.16M Sell
20,351
-3,645
-15% -$210K 0.46% 58
2018
Q1 		$1.5M Sell
23,996
-676
-3% -$44.8K 0.62% 50
2017
Q4 		$1.76M Sell
24,672
-322
-1% -$21.6K 0.72% 38
2017
Q3 		$1.58M Sell
24,994
-1,997
-7% -$133K 0.69% 43
2017
Q2 		$2.01M Sell
26,991
-1,626
-6% -$119K 0.92% 35
2017
Q1 		$2.04M Buy
28,617
+22
+0.1% +$1.59K 0.97% 32
2016
Q4 		$1.93M Sell
28,595
-1,775
-6% -$114K 1.02% 30
2016
Q3 		$1.92M Sell
30,370
-830
-3% -$55.2K 1.08% 32
2016
Q2 		$2.15M Buy
31,200
+970
+3% +$62.1K 1.24% 25
2016
Q1 		$1.89M Buy
30,230
+4,902
+19% +$296K 1.08% 28
2015
Q4 		$1.47M Sell
25,328
-582
-2% -$33.7K 0.96% 33
2015
Q3 		$1.41M Buy
25,910
+2,274
+10% +$122K 0.98% 30
2015
Q2 		$1.16M Buy
23,636
+2,146
+10% +$109K 0.74% 45
2015
Q1 		$901K Sell
21,490
-2,142
-9% -$114K 0.58% 56
2014
Q4 		$1.16M Buy
23,632
+2,541
+12% +$124K 0.76% 40
2014
Q3 		$969K Sell
21,091
-399
-2% -$17.1K 0.64% 55
2014
Q2 		$901K Buy
21,490
+134
+0.6% +$5.39K 0.58% 56
2014
Q1 		$799K Buy
21,356
+562
+3% +$20.4K 0.54% 61
2013
Q4 		$798K Sell
20,794
-1,395
-6% -$51.5K 0.54% 64
2013
Q3 		$762K Sell
22,189
-397
-2% -$14K 0.63% 55
2013
Q2 		$799K Buy
+22,586
New +$811K 0.71% 45

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

Strategic Advisors's MO Position: Q2 2026 in Review

Strategic Advisors reduced its Altria Group (MO) stake by 39% in Q2 2026, selling an estimated $215K and leaving 4,839 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #135.

Strategic Advisors first reported a position in MO in Q2 2013 and has held it in 43 quarters since. The position peaked at $2.15M in Q2 2016. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Strategic Advisors held 4,839 shares of Altria Group worth $348K as of Q2 2026.
  • Strategic Advisors sold 3,087 Altria Group shares in Q2 2026, an estimated $215K.
  • Altria Group made up 0.08% of Strategic Advisors's portfolio in Q2 2026, its #135 holding.
  • Strategic Advisors first reported a position in Altria Group in Q2 2013 and has held it in 43 quarters since.
  • Strategic Advisors's Altria Group position peaked at $2.15M in Q2 2016.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.