Ulland Investment Advisors’s Altria Group MO Stock Holding History

Ulland Investment 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	$53K	Hold	732	–	–	0.04%	120
2026 Q1	$48K	Sell	732 -10	-1%	-$643	0.04%	119
2025 Q4	$43K	Hold	742	–	–	0.03%	120
2025 Q3	$49K	Hold	742	–	–	0.04%	117
2025 Q2	$44K	Hold	742	–	–	0.03%	115
2025 Q1	$45K	Hold	742	–	–	0.04%	117
2024 Q4	$39K	Hold	742	–	–	0.02%	121
2024 Q3	$38K	Hold	742	–	–	0.03%	115
2024 Q2	$34K	Hold	742	–	–	0.02%	122
2024 Q1	$32K	Hold	742	–	–	0.03%	125
2023 Q4	$30K	Sell	742 -170	-19%	-$7.03K	0.03%	118
2023 Q3	$38K	Hold	912	–	–	0.04%	113
2023 Q2	$41K	Hold	912	–	–	0.04%	108
2023 Q1	$41K	Hold	912	–	–	0.05%	102
2022 Q4	$42K	Buy	912 +420	+85%	+$19K	0.05%	101
2022 Q3	$20K	Hold	492	–	–	0.02%	133
2022 Q2	$21K	Sell	492 -65	-12%	-$3.37K	0.02%	140
2022 Q1	$29K	Buy	557 +65	+13%	+$3.31K	0.02%	132
2021 Q4	$23K	Buy	+492	New	+$22.5K	0.01%	139

Other funds holding MO

SLAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Ulland Investment Advisors's MO Position: Q2 2026 in Review

Ulland Investment Advisors held its Altria Group (MO) position steady in Q2 2026 at 732 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #120.

Ulland Investment Advisors first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 1,454 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Ulland Investment Advisors held 732 shares of Altria Group worth $53K as of Q2 2026.
Ulland Investment Advisors left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.04% of Ulland Investment Advisors's portfolio in Q2 2026, its #120 holding.
Ulland Investment Advisors first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
1,454 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.