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Valued Wealth Advisors’s Altria Group MO Stock Holding History

Valued 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 		– Sell
-209
Closed -$14K – 929
2026
Q1 		$14K Hold
209
– – 0.01% 232
2025
Q4 		$12.3K Hold
209
– – 0.01% 201
2025
Q3 		$14K Buy
+209
New +$13.2K 0.01% 186

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Valued Wealth Advisors's MO Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Altria Group (MO) in Q2 2026, closing a stake of 209 shares — an estimated $14K sold.

Valued Wealth Advisors first reported a position in MO in Q3 2025 and held it in 3 quarters. The position peaked at $14K in Q3 2025. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Valued Wealth Advisors reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 209 Altria Group shares in Q2 2026, an estimated $14K.
  • Valued Wealth Advisors first reported a position in Altria Group in Q3 2025 and held it in 3 quarters.
  • Valued Wealth Advisors's Altria Group position peaked at $14K in Q3 2025.
  • 825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.