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World Investment Advisors’s Altria Group MO Stock Holding History

World 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 		$3.76M Sell
56,105
-45,164
-45% -$3.15M 0.06% 320
2026
Q1 		$6.68M Sell
101,269
-2,893
-3% -$186K 0.11% 212
2025
Q4 		$6.01M Buy
104,162
+55,543
+114% +$3.35M 0.1% 229
2025
Q3 		$3.21M Buy
48,619
+2,864
+6% +$181K 0.07% 303
2025
Q2 		$2.68M Buy
45,755
+193
+0.4% +$11.3K 0.06% 327
2025
Q1 		$2.73M Buy
45,562
+8,939
+24% +$488K 0.07% 296
2024
Q4 		$1.92M Buy
36,623
+17,846
+95% +$951K 0.05% 334
2024
Q3 		$958K Buy
18,777
+5,593
+42% +$283K 0.03% 439
2024
Q2 		$601K Buy
13,184
+8,514
+182% +$378K 0.04% 360
2024
Q1 		$204K Buy
+4,670
New +$194K 0.03% 378
2022
Q2 		– Sell
-3,829
Closed -$203K – 278
2022
Q1 		$203K Buy
+3,829
New +$195K 0.04% 255
2021
Q2 		– Sell
-4,116
Closed -$206K – 254
2021
Q1 		$206K Buy
+4,116
New +$184K 0.05% 215
2020
Q1 		– Sell
-4,315
Closed -$219K – 162
2019
Q4 		$219K Buy
+4,315
New +$204K 0.09% 145
2019
Q3 		– Sell
-4,748
Closed -$227K – 161
2019
Q2 		$227K Buy
4,748
+400
+9% +$20.9K 0.1% 122
2019
Q1 		$253K Sell
4,348
-111
-2% -$5.67K 0.12% 100
2018
Q4 		$221K Buy
+4,459
New +$258K 0.1% 136

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

World Investment Advisors reduced its Altria Group (MO) stake by 45% in Q2 2026, selling an estimated $3.15M and leaving 56,105 shares worth $3.76M. The position accounts for 0.06% of the portfolio, ranked #320.

World Investment Advisors first reported a position in MO in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.68M in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • World Investment Advisors held 56,105 shares of Altria Group worth $3.76M as of Q2 2026.
  • World Investment Advisors sold 45,164 Altria Group shares in Q2 2026, an estimated $3.15M.
  • Altria Group made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #320 holding.
  • World Investment Advisors first reported a position in Altria Group in Q4 2018 and has held it in 16 quarters since.
  • World Investment Advisors's Altria Group position peaked at $6.68M in Q1 2026.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.