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Strategic Investment Solutions’s Altria Group MO Stock Holding History

Strategic Investment Solutions’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 		$245K Sell
3,402
-241
-7% -$16.8K 0.06% 138
2026
Q1 		$240K Buy
3,643
+28
+0.8% +$1.8K 0.06% 134
2025
Q4 		$208K Sell
3,615
-472
-12% -$28.5K 0.05% 133
2025
Q3 		$270K Buy
4,087
+26
+0.6% +$1.65K 0.07% 119
2025
Q2 		$238K Sell
4,061
-189
-4% -$11.1K 0.07% 116
2025
Q1 		$255K Buy
4,250
+116
+3% +$6.33K 0.07% 90
2024
Q4 		$200K Sell
4,134
-59
-1% -$3.14K 0.07% 96
2024
Q3 		$214K Hold
4,193
– – 0.06% 96
2024
Q2 		$206K Buy
+4,193
New +$186K 0.07% 96
2023
Q4 		$142K Sell
3,515
-116,931
-97% -$4.84M 0.02% 256
2023
Q3 		$5.32M Buy
120,446
+118,536
+6,206% +$5.24M 0.07% 137
2023
Q2 		$85.1K Sell
1,910
-2,252
-54% -$102K 0.02% 233
2023
Q1 		$186K Buy
+4,162
New +$191K 0.04% 188

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 Investment Solutions's MO Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Altria Group (MO) stake by 6.6% in Q2 2026, selling an estimated $16.8K and leaving 3,402 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #138.

Strategic Investment Solutions first reported a position in MO in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.32M in Q3 2023. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Strategic Investment Solutions held 3,402 shares of Altria Group worth $245K as of Q2 2026.
  • Strategic Investment Solutions sold 241 Altria Group shares in Q2 2026, an estimated $16.8K.
  • Altria Group made up 0.06% of Strategic Investment Solutions's portfolio in Q2 2026, its #138 holding.
  • Strategic Investment Solutions first reported a position in Altria Group in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Altria Group position peaked at $5.32M in Q3 2023.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.