Wealth Enhancement Advisory Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.6M | Buy |
768,103
+81,654
| +12% | +$5.7M | 0.09% | 198 |
|
|
2026
Q1 | $44.8M | Sell |
686,449
-221,837
| -24% | -$14.3M | 0.09% | 207 |
|
|
2025
Q4 | $50.1M | Buy |
908,286
+48,045
| +6% | +$2.9M | 0.07% | 252 |
|
|
2025
Q3 | $57.3M | Buy |
860,241
+80,569
| +10% | +$5.1M | 0.09% | 223 |
|
|
2025
Q2 | $46.5M | Buy |
779,672
+122,443
| +19% | +$7.19M | 0.08% | 239 |
|
|
2025
Q1 | $39.4M | Buy |
657,229
+175,086
| +36% | +$9.56M | 0.08% | 245 |
|
|
2024
Q4 | $25.2M | Buy |
482,143
+127,596
| +36% | +$6.8M | 0.05% | 322 |
|
|
2024
Q3 | $18.1M | Sell |
354,547
-4,271
| -1% | -$216K | 0.04% | 372 |
|
|
2024
Q2 | $16.3M | Sell |
358,818
-29,529
| -8% | -$1.31M | 0.04% | 368 |
|
|
2024
Q1 | $16.9M | Buy |
388,347
+11,430
| +3% | +$474K | 0.04% | 362 |
|
|
2023
Q4 | $15.2M | Buy |
376,917
+55,092
| +17% | +$2.28M | 0.04% | 354 |
|
|
2023
Q3 | $13.5M | Buy |
321,825
+266,627
| +483% | +$11.8M | 0.04% | 346 |
|
|
2023
Q2 | $2.5M | Buy |
55,198
+6,075
| +12% | +$275K | 0.03% | 176 |
|
|
2023
Q1 | $2.19M | Buy |
49,123
+11,555
| +31% | +$531K | 0.03% | 207 |
|
|
2022
Q4 | $1.67M | Sell |
37,568
-71,226
| -65% | -$3.23M | 0.02% | 186 |
|
|
2022
Q3 | $4.66M | Sell |
108,794
-11,099
| -9% | -$484K | 0.07% | 122 |
|
|
2022
Q2 | $4.98M | Buy |
119,893
+89,071
| +289% | +$4.61M | 0.07% | 129 |
|
|
2022
Q1 | $1.63M | Buy |
30,822
+1,134
| +4% | +$57.8K | 0.02% | 200 |
|
|
2021
Q4 | $1.5M | Buy |
+29,688
| New | +$1.36M | 0.02% | 183 |
|
|
2019
Q3 | – | Sell |
-48,867
| Closed | -$2.46M | – | 225 |
|
|
2019
Q2 | $2.46M | Buy |
48,867
+1,919
| +4% | +$101K | 0.11% | 79 |
|
|
2019
Q1 | $2.57M | Buy |
46,948
+25,798
| +122% | +$1.32M | 0.15% | 60 |
|
|
2018
Q4 | $1.02M | Sell |
21,150
-16,691
| -44% | -$967K | 0.06% | 116 |
|
|
2018
Q3 | $2.36M | Buy |
+37,841
| New | +$2.25M | 0.14% | 51 |
|
|
2018
Q1 | – | Sell |
-22,060
| Closed | -$1.54M | – | 168 |
|
|
2017
Q4 | $1.54M | Sell |
22,060
-4,998
| -18% | -$335K | 0.11% | 88 |
|
|
2017
Q3 | $1.69M | Sell |
27,058
-42,994
| -61% | -$2.87M | 0.14% | 74 |
|
|
2017
Q2 | $5.16M | Buy |
70,052
+4,991
| +8% | +$365K | 0.48% | 35 |
|
|
2017
Q1 | $4.67M | Buy |
65,061
+6,058
| +10% | +$438K | 0.5% | 37 |
|
|
2016
Q4 | $3.99M | Buy |
59,003
+35,135
| +147% | +$2.26M | 0.48% | 39 |
|
|
2016
Q3 | $1.46M | Buy |
+23,868
| New | +$1.59M | 0.22% | 67 |
|
|
2016
Q1 | – | Sell |
-7,671
| Closed | -$447K | – | 116 |
|
|
2015
Q4 | $447K | Buy |
+7,671
| New | +$445K | 0.11% | 116 |
|
|
2015
Q2 | – | Sell |
-25,395
| Closed | -$1.27M | – | 120 |
|
|
2015
Q1 | $1.27M | Buy |
25,395
+1,972
| +8% | +$105K | 0.49% | 36 |
|
|
2014
Q4 | $1.15M | Buy |
+23,423
| New | +$1.14M | 0.45% | 39 |
|
Other funds holding MO
Wealth Enhancement Advisory Services's MO Position: Q2 2026 in Review
Wealth Enhancement Advisory Services increased its Altria Group (MO) stake by 12% in Q2 2026, buying an estimated $5.7M and bringing the position to 768,103 shares worth $54.6M. The position accounts for 0.09% of the portfolio, ranked #198.
Wealth Enhancement Advisory Services first reported a position in MO in Q4 2014 and has held it in 32 quarters since. The position peaked at $57.3M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Wealth Enhancement Advisory Services held 768,103 shares of Altria Group worth $54.6M as of Q2 2026.
- Wealth Enhancement Advisory Services bought 81,654 Altria Group shares in Q2 2026, an estimated $5.7M.
- Altria Group made up 0.09% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #198 holding.
- Wealth Enhancement Advisory Services first reported a position in Altria Group in Q4 2014 and has held it in 32 quarters since.
- Wealth Enhancement Advisory Services's Altria Group position peaked at $57.3M in Q3 2025.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.