YHB Investment Advisors’s Altria Group MO Stock Holding History

YHB 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	$351K	Buy	+4,879	New	+$341K	0.02%	254
2022 Q1	–	Sell	-4,236	Closed	-$201K	–	308
2021 Q4	$201K	Buy	+4,236	New	+$194K	0.02%	309
2021 Q3	–	Sell	-4,428	Closed	-$211K	–	308
2021 Q2	$211K	Buy	4,428 +2	+0%	+$98	0.02%	288
2021 Q1	$232K	Buy	+4,426	New	+$198K	0.02%	273
2020 Q1	–	Sell	-4,038	Closed	-$202K	–	179
2019 Q4	$202K	Buy	+4,038	New	+$190K	0.03%	185
2019 Q3	–	Sell	-4,266	Closed	-$202K	–	187
2019 Q2	$202K	Hold	4,266	–	–	0.03%	183
2019 Q1	$245K	Sell	4,266 -300	-7%	-$15.3K	0.04%	171
2018 Q4	$226K	Buy	4,566 +585	+15%	+$33.9K	0.04%	166
2018 Q3	$240K	Sell	3,981 -270	-6%	-$16K	0.04%	174
2018 Q2	$241K	Sell	4,251 -83	-2%	-$4.79K	0.04%	170
2018 Q1	$270K	Hold	4,334	–	–	0.05%	157
2017 Q4	$309K	Sell	4,334 -100	-2%	-$6.7K	0.05%	156
2017 Q3	$281K	Sell	4,434 -1,839	-29%	-$123K	0.05%	157
2017 Q2	$467K	Buy	6,273 +70	+1%	+$5.12K	0.08%	132
2017 Q1	$445K	Hold	6,203	–	–	0.09%	134
2016 Q4	$419K	Hold	6,203	–	–	0.09%	129
2016 Q3	$392K	Buy	6,203 +325	+6%	+$21.6K	0.09%	126
2016 Q2	$405K	Buy	5,878 +1,500	+34%	+$96.1K	0.09%	125
2016 Q1	$274K	Sell	4,378 -1,201	-22%	-$72.6K	0.07%	131
2015 Q4	$325K	Buy	5,579 +644	+13%	+$37.3K	0.07%	134
2015 Q3	$268K	Sell	4,935 -100	-2%	-$5.36K	0.06%	139
2015 Q2	$246K	Hold	5,035	–	–	0.05%	150
2015 Q1	$252K	Hold	5,035	–	–	0.06%	152
2014 Q4	$248K	Buy	+5,035	New	+$245K	0.06%	148

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

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

YHB Investment Advisors opened a new position in Altria Group (MO) in Q2 2026: 4,879 shares worth $351K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in MO as recently as Q4 2021.

YHB Investment Advisors first reported a position in MO in Q4 2014 and has held it in 24 quarters since. The position peaked at $467K in Q2 2017. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

YHB Investment Advisors held 4,879 shares of Altria Group worth $351K as of Q2 2026.
Altria Group was a new YHB Investment Advisors position in Q2 2026.
Altria Group made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #254 holding.
YHB Investment Advisors first reported a position in Altria Group in Q4 2014 and has held it in 24 quarters since.
YHB Investment Advisors's Altria Group position peaked at $467K in Q2 2017.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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