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Transamerica Financial Advisors’s Altria Group MO Stock Holding History

Transamerica 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 		$852K Buy
11,789
+395
+3% +$27.6K 0.07% 226
2026
Q1 		$754K Buy
11,394
+880
+8% +$56.6K 0.06% 241
2025
Q4 		$608K Buy
10,514
+261
+3% +$15.8K 0.05% 254
2025
Q3 		$678K Buy
+10,253
New +$650K 0.06% 213
2020
Q4 		– Sell
-25
Closed -$1K – 196
2020
Q3 		$1K Sell
25
-5,004
-100% -$208K 0.02% 166
2020
Q2 		$198K Buy
+5,029
New +$196K 0.04% 168
2019
Q3 		– Sell
-2,314
Closed -$110K – 378
2019
Q2 		$110K Buy
+2,314
New +$121K 0.02% 221
2019
Q1 		– Sell
-713
Closed -$36K – 338
2018
Q4 		$36K Buy
713
+615
+628% +$35.6K 0.01% 232
2018
Q3 		$6K Buy
+98
New +$5.82K ﹤0.01% 329
2016
Q2 		– Sell
-5,973
Closed -$375K – 585
2016
Q1 		$375K Buy
5,973
+4,098
+219% +$248K 0.03% 241
2015
Q4 		$110K Buy
1,875
+2
+0.1% +$116 0.01% 335
2015
Q3 		$102K Buy
1,873
+1
+0.1% +$54 0.01% 324
2015
Q2 		$92K Sell
1,872
-12
-0.6% -$608 0.01% 388
2015
Q1 		$95K Buy
1,884
+153
+9% +$8.12K 0.01% 372
2014
Q4 		$86K Buy
1,731
+63
+4% +$3.07K 0.01% 332
2014
Q3 		$77K Buy
1,668
+3
+0.2% +$129 0.01% 314
2014
Q2 		$71K Buy
1,665
+490
+42% +$19.7K 0.01% 345
2014
Q1 		$44K Buy
1,175
+5
+0.4% +$182 ﹤0.01% 356
2013
Q4 		$45K Sell
1,170
-143
-11% -$5.28K ﹤0.01% 354
2013
Q3 		$46K Buy
1,313
+6
+0.5% +$211 0.01% 334
2013
Q2 		$46K Buy
+1,307
New +$46.9K 0.01% 285

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

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

Transamerica Financial Advisors increased its Altria Group (MO) stake by 3.5% in Q2 2026, buying an estimated $27.6K and bringing the position to 11,789 shares worth $852K. The position accounts for 0.07% of the portfolio, ranked #226.

Transamerica Financial Advisors first reported a position in MO in Q2 2013 and has held it in 21 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Transamerica Financial Advisors held 11,789 shares of Altria Group worth $852K as of Q2 2026.
  • Transamerica Financial Advisors bought 395 Altria Group shares in Q2 2026, an estimated $27.6K.
  • Altria Group made up 0.07% of Transamerica Financial Advisors's portfolio in Q2 2026, its #226 holding.
  • Transamerica Financial Advisors first reported a position in Altria Group in Q2 2013 and has held it in 21 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.