MRA Advisory Group MO — ALTRIA GROUP INC

Ownership history in MRA Advisory Group  ·  6 quarters on record

AI Ownership Summary

MRA Advisory Group reported ALTRIA GROUP INC (MO) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.76% in 2026 Q2. The latest visible filing shows MO at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MRA Advisory Group's position in ALTRIA GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MO was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MO stock page MRA Advisory Group fund profile MRA Advisory Group full holdings
How MRA Advisory Group held MO — position size vs. price
% of Fund (quarterly)    MO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 29,199 +24,148 +478.1% 0.76% $2.1M 2026-07-08 $72.81
2025 Q3 REDUCED — — — 5,051 -77 -1.5% 0.15% $334K 2025-11-07 $55.22
2025 Q2 ADDED — — — 5,128 +601 +13.3% 0.14% $301K 2025-07-08 $55.76
2025 Q1 ADDED — — — 4,527 +349 +8.4% 0.14% $272K 2025-04-11 $52.15
2024 Q3 REDUCED 13.9% +4.0% ❌ 4,178 -676 -13.9% 0.12% $213K 2024-10-04 $44.44
2024 Q2 INITIATED — — — 4,854 — — 0.13% $221K 2024-08-06 $43.04

🏢 Other funds also holding MO

As of 2026 Q2 — sorted by position size

SANDERS MORRIS HARRIS LLC 3Y 7Y 2.42% Value Investment Professionals, LLC 1.0% Invariant Investment Management 0.8% KWMG, LLC 3Y 7Y 0.67% Roxbury Financial LLC 0.33% Assenagon Asset Management S.A. 3Y 7Y 0.32% Hardin Capital Partners, LLC 0.32% Grant Private Wealth Management Inc 0.3% Central Pacific Bank - Trust Division 0.29% Greenfield Savings Bank 3Y 0.29%

FAQ About MRA Advisory Group and MO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MRA Advisory Group reported owning MO?

MRA Advisory Group reported MO across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MO position in MRA Advisory Group's portfolio?

The largest reported portfolio weight for MO was 0.76% in 2026 Q2.

What is the latest reported MO position on this page?

The most recent filing on this page is 2026 Q2, when MRA Advisory Group reported 29,199 shares, equal to 0.76% of portfolio, with an estimated market value of $2.1M.

What does the chart on this MO ownership page compare?

The chart compares MRA Advisory Group's quarterly MO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MRA Advisory Group time their MO position?

Based on 13F filing dates vs. subsequent MO price moves, MRA Advisory Group correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on MO relative to SPY over the holding period was -1.3%.

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