West Michigan Advisors’s Altria Group MO Stock Holding History

West Michigan 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	$4.77M	Buy	65,314 +6,428	+11%	+$449K	0.91%	29
2026 Q1	$3.95M	Buy	58,886 +15,003	+34%	+$965K	0.87%	26
2025 Q4	$2.58M	Buy	43,883 +4,397	+11%	+$265K	0.59%	55
2025 Q3	$2.65M	Buy	+39,486	New	+$2.5M	0.64%	42
2025 Q2	–	Sell	-5,763	Closed	-$352K	–	242
2025 Q1	$352K	Buy	5,763 +1,546	+37%	+$84.4K	0.12%	135
2024 Q4	$225K	Buy	+4,217	New	+$225K	0.07%	209

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Michigan Advisors's MO Position: Q2 2026 in Review

West Michigan Advisors increased its Altria Group (MO) stake by 11% in Q2 2026, buying an estimated $449K and bringing the position to 65,314 shares worth $4.77M. The position accounts for 0.91% of the portfolio, ranked #29.

West Michigan Advisors first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

West Michigan Advisors held 65,314 shares of Altria Group worth $4.77M as of Q2 2026.
West Michigan Advisors bought 6,428 Altria Group shares in Q2 2026, an estimated $449K.
Altria Group made up 0.91% of West Michigan Advisors's portfolio in Q2 2026, its #29 holding.
West Michigan Advisors first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.