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Strategic Investment Advisors’s Altria Group MO Stock Holding History

Strategic Investment 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
Q1 		$4.14M Buy
62,747
+7,698
+14% +$495K 0.29% 53
2025
Q4 		$3.18M Buy
55,049
+683
+1% +$41.2K 0.27% 53
2025
Q3 		$3.59M Sell
54,366
-1,824
-3% -$116K 0.32% 50
2025
Q2 		$3.28M Buy
56,190
+1,607
+3% +$94.4K 0.32% 46
2025
Q1 		$3.28M Sell
54,583
-1,707
-3% -$93.2K 0.35% 47
2024
Q4 		$2.94M Sell
56,290
-16
-0% -$852 0.31% 48
2024
Q3 		$2.87M Buy
56,306
+2,142
+4% +$108K 0.31% 50
2024
Q2 		$2.47M Buy
54,164
+674
+1% +$29.9K 0.3% 50
2024
Q1 		$2.33M Buy
53,490
+4,352
+9% +$180K 0.3% 52
2023
Q4 		$1.98M Buy
49,138
+15,771
+47% +$652K 0.29% 55
2023
Q3 		$1.4M Buy
+33,367
New +$1.47M 0.23% 64
2021
Q1 		– Sell
-13,943
Closed -$572K – 204
2020
Q4 		$572K Buy
+13,943
New +$560K 0.16% 113
2020
Q2 		– Sell
-6,866
Closed -$266K – 175
2020
Q1 		$266K Sell
6,866
-533
-7% -$23.7K 0.12% 128
2019
Q4 		$369K Buy
7,399
+637
+9% +$30K 0.15% 110
2019
Q3 		$277K Sell
6,762
-762
-10% -$35.1K 0.13% 120
2019
Q2 		$356K Buy
7,524
+698
+10% +$36.6K 0.19% 85
2019
Q1 		$392K Sell
6,826
-607
-8% -$31K 0.27% 73
2018
Q4 		$367K Buy
+7,433
New +$431K 0.33% 64

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 Investment Advisors's MO Position: Q1 2026 in Review

Strategic Investment Advisors increased its Altria Group (MO) stake by 14% in Q1 2026, buying an estimated $495K and bringing the position to 62,747 shares worth $4.14M. The position accounts for 0.29% of the portfolio, ranked #53.

Strategic Investment Advisors first reported a position in MO in Q4 2018 and has held it in 18 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Strategic Investment Advisors held 62,747 shares of Altria Group worth $4.14M as of Q1 2026.
  • Strategic Investment Advisors bought 7,698 Altria Group shares in Q1 2026, an estimated $495K.
  • Altria Group made up 0.29% of Strategic Investment Advisors's portfolio in Q1 2026, its #53 holding.
  • Strategic Investment Advisors first reported a position in Altria Group in Q4 2018 and has held it in 18 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.