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Teamwork Financial Advisors’s Altria Group MO Stock Holding History

Teamwork Financial 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 		$541K Sell
7,518
-25
-0.3% -$1.75K 0.05% 120
2026
Q1 		$498K Sell
7,543
-109
-1% -$7.01K 0.05% 133
2025
Q4 		$441K Sell
7,652
-1,045
-12% -$63.1K 0.04% 142
2025
Q3 		$575K Sell
8,697
-644
-7% -$40.8K 0.06% 130
2025
Q2 		$548K Sell
9,341
-728
-7% -$42.8K 0.06% 126
2025
Q1 		$604K Sell
10,069
-332
-3% -$18.1K 0.08% 107
2024
Q4 		$544K Buy
10,401
+139
+1% +$7.41K 0.07% 104
2024
Q3 		$524K Buy
10,262
+588
+6% +$29.7K 0.07% 99
2024
Q2 		$441K Sell
9,674
-1,041
-10% -$46.2K 0.07% 95
2024
Q1 		$467K Buy
10,715
+689
+7% +$28.6K 0.07% 111
2023
Q4 		$404K Buy
10,026
+1,217
+14% +$50.3K 0.07% 121
2023
Q3 		$370K Buy
8,809
+1,006
+13% +$44.4K 0.06% 144
2023
Q2 		$353K Sell
7,803
-399
-5% -$18.1K 0.06% 146
2023
Q1 		$366K Buy
8,202
+753
+10% +$34.6K 0.07% 139
2022
Q4 		$340K Sell
7,449
-505
-6% -$22.9K 0.07% 151
2022
Q3 		$321K Buy
7,954
+2,080
+35% +$90.7K 0.07% 163
2022
Q2 		$245K Sell
5,874
-1,969
-25% -$102K 0.05% 188
2022
Q1 		$410K Sell
7,843
-450
-5% -$22.9K 0.08% 182
2021
Q4 		$393K Sell
8,293
-1,595
-16% -$73.1K 0.07% 210
2021
Q3 		$450K Buy
9,888
+4,130
+72% +$199K 0.09% 176
2021
Q2 		$275K Buy
+5,758
New +$283K 0.06% 208

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

Teamwork Financial Advisors's MO Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Altria Group (MO) stake by 0.33% in Q2 2026, selling an estimated $1.75K and leaving 7,518 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #120.

Teamwork Financial Advisors first reported a position in MO in Q2 2021 and has held it in 21 quarters since. The position peaked at $604K in Q1 2025. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Teamwork Financial Advisors held 7,518 shares of Altria Group worth $541K as of Q2 2026.
  • Teamwork Financial Advisors sold 25 Altria Group shares in Q2 2026, an estimated $1.75K.
  • Altria Group made up 0.05% of Teamwork Financial Advisors's portfolio in Q2 2026, its #120 holding.
  • Teamwork Financial Advisors first reported a position in Altria Group in Q2 2021 and has held it in 21 quarters since.
  • Teamwork Financial Advisors's Altria Group position peaked at $604K in Q1 2025.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.