VisionPoint Advisory Group’s Altria Group MO Stock Holding History

VisionPoint Advisory Group’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	$495K	Sell	6,886 -300	-4%	-$20.9K	0.08%	261
2026 Q1	$474K	Sell	7,186 -404	-5%	-$26K	0.09%	230
2025 Q4	$438K	Buy	7,590 +846	+13%	+$51.1K	0.09%	230
2025 Q3	$446K	Buy	6,744 +638	+10%	+$40.4K	0.09%	222
2025 Q2	$358K	Buy	+6,106	New	+$359K	0.08%	241
2024 Q3	–	Sell	-337	Closed	-$15.3K	–	572
2024 Q2	$15.3K	Hold	337	–	–	0.01%	434
2024 Q1	$14.7K	Hold	337	–	–	0.01%	418
2023 Q4	$13.6K	Hold	337	–	–	0.01%	392
2023 Q3	$14.2K	Hold	337	–	–	0.01%	416
2023 Q2	$15.3K	Sell	337 -10,058	-97%	-$456K	0.01%	335
2023 Q1	$480K	Buy	10,395 +6,121	+143%	+$281K	0.21%	83
2022 Q4	$205K	Buy	+4,274	New	+$194K	0.08%	130
2021 Q2	–	Sell	-4,408	Closed	-$226K	–	104
2021 Q1	$226K	Sell	4,408 -4,110	-48%	-$184K	0.11%	107
2020 Q4	$349K	Sell	8,518 -44,052	-84%	-$1.77M	0.18%	101
2020 Q3	$2.03M	Sell	52,570 -11,251	-18%	-$468K	0.88%	23
2020 Q2	$2.67M	Sell	63,821 -2,498	-4%	-$97.5K	1.08%	20
2020 Q1	$2.56M	Buy	66,319 +52,170	+369%	+$2.32M	1.2%	17
2019 Q4	$706K	Buy	14,149 +502	+4%	+$23.7K	0.29%	57
2019 Q3	$568K	Sell	13,647 -85	-0.6%	-$3.91K	0.16%	67
2019 Q2	$650K	Sell	13,732 -127	-0.9%	-$6.65K	0.19%	61
2019 Q1	$796K	Buy	13,859 +1,139	+9%	+$58.2K	0.22%	58
2018 Q4	$628K	Buy	+12,720	New	+$737K	0.2%	58

Other funds holding MO

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

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

VisionPoint Advisory Group's MO Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Altria Group (MO) stake by 4.2% in Q2 2026, selling an estimated $20.9K and leaving 6,886 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #261.

VisionPoint Advisory Group first reported a position in MO in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.67M in Q2 2020. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

VisionPoint Advisory Group held 6,886 shares of Altria Group worth $495K as of Q2 2026.
VisionPoint Advisory Group sold 300 Altria Group shares in Q2 2026, an estimated $20.9K.
Altria Group made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #261 holding.
VisionPoint Advisory Group first reported a position in Altria Group in Q4 2018 and has held it in 22 quarters since.
VisionPoint Advisory Group's Altria Group position peaked at $2.67M in Q2 2020.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.