Sylvest Advisors’s Altria Group MO Stock Holding History

Sylvest 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	$739K	Sell	10,267 -350	-3%	-$24.4K	0.33%	39
2026 Q1	$701K	Sell	10,617 -155	-1%	-$9.97K	0.37%	33
2025 Q4	$621K	Sell	10,772 -316	-3%	-$19.1K	0.33%	41
2025 Q3	$732K	Sell	11,088 -292	-3%	-$18.5K	0.39%	35
2025 Q2	$667K	Sell	11,380 -1,907	-14%	-$112K	0.38%	33
2025 Q1	$797K	Buy	13,287 +779	+6%	+$42.5K	0.5%	30
2024 Q4	$654K	Buy	+12,508	New	+$666K	0.4%	40

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sylvest Advisors's MO Position: Q2 2026 in Review

Sylvest Advisors reduced its Altria Group (MO) stake by 3.3% in Q2 2026, selling an estimated $24.4K and leaving 10,267 shares worth $739K. The position accounts for 0.33% of the portfolio, ranked #39.

Sylvest Advisors first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $797K in Q1 2025. 1,150 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Sylvest Advisors held 10,267 shares of Altria Group worth $739K as of Q2 2026.
Sylvest Advisors sold 350 Altria Group shares in Q2 2026, an estimated $24.4K.
Altria Group made up 0.33% of Sylvest Advisors's portfolio in Q2 2026, its #39 holding.
Sylvest Advisors first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Sylvest Advisors's Altria Group position peaked at $797K in Q1 2025.
1,150 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.