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Strategic Advocates’s Altria Group MO Stock Holding History

Strategic Advocates’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
Q1 		– Sell
-80
Closed -$4.62K – 478
2025
Q4 		$4.62K Buy
80
+37
+86% +$2.23K ﹤0.01% 434
2025
Q3 		$2.84K Buy
+43
New +$2.72K ﹤0.01% 452
2023
Q4 		– Sell
-5,512
Closed -$232K – 155
2023
Q3 		$232K Buy
+5,512
New +$244K 0.11% 124

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Advocates's MO Position: Q1 2026 in Review

Strategic Advocates sold out of Altria Group (MO) in Q1 2026, closing a stake of 80 shares — an estimated $4.62K sold.

Strategic Advocates first reported a position in MO in Q3 2023 and held it in 3 quarters. The position peaked at $232K in Q3 2023. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Strategic Advocates reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 80 Altria Group shares in Q1 2026, an estimated $4.62K.
  • Strategic Advocates first reported a position in Altria Group in Q3 2023 and held it in 3 quarters.
  • Strategic Advocates's Altria Group position peaked at $232K in Q3 2023.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.