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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
Q2 		$4.33M Sell
60,208
-2,539
-4% -$177K 0.26% 52
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 $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 $3.38T AUM 44.17% 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 Investment Advisors's MO Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Altria Group (MO) stake by 4% in Q2 2026, selling an estimated $177K and leaving 60,208 shares worth $4.33M. The position accounts for 0.26% of the portfolio, ranked #52.

Strategic Investment Advisors first reported a position in MO in Q4 2018 and has held it in 19 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Strategic Investment Advisors held 60,208 shares of Altria Group worth $4.33M as of Q2 2026.
  • Strategic Investment Advisors sold 2,539 Altria Group shares in Q2 2026, an estimated $177K.
  • Altria Group made up 0.26% of Strategic Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Strategic Investment Advisors first reported a position in Altria Group in Q4 2018 and has held it in 19 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.