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Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Aptus Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
304,322
Value
$21.9M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MO by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026304,322$21.9M0.2%+8,795+3.0%AddedHolders
Q1 2026295,527$19.5M0.2%−3,572−1.2%ReducedHolders
Q4 2025299,099$17.2M0.1%+6,818+2.3%AddedHolders
Q3 2025292,281$19.3M0.2%+14,659+5.3%AddedHolders
Q2 2025277,622$16.3M0.2%+23,087+9.1%AddedHolders
Q1 2025254,535$15.3M0.2%+20,479+8.7%AddedHolders
Q4 2024234,056$12.3M0.1%+37,213+18.9%AddedHolders
Q3 2024196,843$10.0M0.2%+32,005+19.4%AddedHolders
Q2 2024164,838$7.51M0.1%+36,384+28.3%AddedHolders
Q1 2024128,454$5.60M0.1%+13,349+11.6%AddedHolders
Q4 2023115,105$4.64M0.1%−3,233−2.7%ReducedHolders
Q3 2023118,338$4.98M0.1%−5,527−4.5%ReducedHolders
Q2 2023123,865$5.61M0.2%−8,220−6.2%ReducedHolders
Q1 2023132,085$5.90M0.2%−9,213−6.5%ReducedHolders
Q4 2022141,298$6.46M0.2%+68,625+94.4%AddedHolders
Q3 202272,673$2.95M0.1%+18,891+35.1%AddedHolders
Q2 202253,782$2.26M0.1%+43,195+408.0%AddedHolders
Q1 202210,587$563.0K<0.1%+2,781+35.6%AddedHolders
Q4 20217,806$377.0K<0.1%−1,520−16.3%ReducedHolders
Q3 20219,326$433.0K<0.1%+311+3.4%AddedHolders
Q2 20219,015$437.0K<0.1%+645+7.7%AddedHolders
Q1 20218,370$436.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.