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Summit Financial Wealth Advisors’s Altria Group MO Stock Holding History

Summit Financial Wealth 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 		$374K Sell
5,198
-638
-11% -$44.5K 0.05% 155
2026
Q1 		$385K Buy
5,836
+1,704
+41% +$110K 0.05% 133
2025
Q4 		$238K Buy
+4,132
New +$249K 0.03% 172
2023
Q4 		– Sell
-6,849
Closed -$277K – 130
2023
Q3 		$277K Buy
6,849
+680
+11% +$30K 0.07% 101
2023
Q2 		$279K Sell
6,169
-546
-8% -$24.7K 0.06% 104
2023
Q1 		$300K Hold
6,715
– – 0.07% 108
2022
Q4 		$307K Hold
6,715
– – 0.07% 107
2022
Q3 		$305K Hold
6,715
– – 0.09% 98
2022
Q2 		$294K Sell
6,715
-817
-11% -$42.3K 0.07% 106
2022
Q1 		$394K Hold
7,532
– – 0.08% 91
2021
Q4 		$369K Sell
7,532
-1,200
-14% -$55K 0.07% 97
2021
Q3 		$397K Hold
8,732
– – 0.09% 90
2021
Q2 		$416K Buy
+8,732
New +$429K 0.09% 89
2020
Q1 		– Sell
-9,332
Closed -$464K – 133
2019
Q4 		$464K Sell
9,332
-1,512
-14% -$71.3K 0.11% 94
2019
Q3 		$462K Hold
10,844
– – 0.11% 100
2019
Q2 		$513K Sell
10,844
-800
-7% -$41.9K 0.13% 101
2019
Q1 		$629K Sell
11,644
-1,342
-10% -$68.6K 0.17% 79
2018
Q4 		$641K Sell
12,986
-689
-5% -$39.9K 0.21% 68
2018
Q3 		$840K Sell
13,675
-5,383
-28% -$320K 0.25% 69
2018
Q2 		$1.19M Hold
19,058
– – 0.4% 58
2018
Q1 		$1.19M Buy
19,058
+271
+1% +$17.9K 0.39% 58
2017
Q4 		$1.34M Sell
18,787
-1,113
-6% -$74.6K 0.46% 56
2017
Q3 		$1.26M Sell
19,900
-776
-4% -$51.7K 0.46% 59
2017
Q2 		$1.54M Buy
20,676
+9,860
+91% +$721K 0.61% 51
2017
Q1 		$772K Sell
10,816
-103
-0.9% -$7.45K 0.34% 71
2016
Q4 		$738K Sell
10,919
-1,627
-13% -$105K 0.32% 75
2016
Q3 		$793K Sell
12,546
-199
-2% -$13.2K 0.34% 67
2016
Q2 		$879K Buy
12,745
+250
+2% +$16K 0.37% 65
2016
Q1 		$783K Buy
12,495
+450
+4% +$27.2K 0.34% 62
2015
Q4 		$701K Buy
12,045
+6,580
+120% +$381K 0.32% 63
2015
Q3 		$297K Sell
5,465
-900
-14% -$48.3K 0.19% 66
2015
Q2 		$311K Buy
6,365
+500
+9% +$25.3K 0.19% 71
2015
Q1 		$299K Buy
5,865
+465
+9% +$24.7K 0.2% 59
2014
Q4 		$266K Buy
+5,400
New +$263K 0.18% 59

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Summit Financial Wealth Advisors's MO Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Altria Group (MO) stake by 11% in Q2 2026, selling an estimated $44.5K and leaving 5,198 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #155.

Summit Financial Wealth Advisors first reported a position in MO in Q4 2014 and has held it in 34 quarters since. The position peaked at $1.54M in Q2 2017. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Summit Financial Wealth Advisors held 5,198 shares of Altria Group worth $374K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 638 Altria Group shares in Q2 2026, an estimated $44.5K.
  • Altria Group made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Summit Financial Wealth Advisors first reported a position in Altria Group in Q4 2014 and has held it in 34 quarters since.
  • Summit Financial Wealth Advisors's Altria Group position peaked at $1.54M in Q2 2017.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.