626 Financial’s Altria Group MO Stock Holding History

626 Financial’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 Q1	$402K	Sell	6,094 -359	-6%	-$23.1K	0.18%	77
2025 Q4	$372K	Sell	6,453 -140	-2%	-$8.45K	0.16%	79
2025 Q3	$436K	Buy	6,593 +16	+0.2%	+$1.01K	0.19%	74
2025 Q2	$386K	Hold	6,577	–	–	0.18%	76
2025 Q1	$395K	Buy	6,577 +1,542	+31%	+$84.2K	0.2%	72
2024 Q4	$263K	Hold	5,035	–	–	0.14%	89
2024 Q3	$257K	Sell	5,035 -320	-6%	-$16.2K	0.14%	96
2024 Q2	$244K	Hold	5,355	–	–	0.14%	94
2024 Q1	$234K	Hold	5,355	–	–	0.14%	94
2023 Q4	$216K	Sell	5,355 -100	-2%	-$4.14K	0.14%	96
2023 Q3	$229K	Hold	5,455	–	–	0.16%	96
2023 Q2	$247K	Buy	5,455 +195	+4%	+$8.83K	0.16%	93
2023 Q1	$235K	Buy	5,260 +5	+0.1%	+$230	0.16%	96
2022 Q4	$240K	Buy	5,255 +160	+3%	+$7.25K	0.17%	89
2022 Q3	$206K	Buy	5,095 +5	+0.1%	+$218	0.17%	87
2022 Q2	$211K	Buy	5,090 +4	+0.1%	+$207	0.16%	89
2022 Q1	$266K	Sell	5,086 -282	-5%	-$14.4K	0.17%	81
2021 Q4	$254K	Buy	+5,368	New	+$246K	0.16%	94
2021 Q1	$266K	Buy	+5,086	New	+$228K	0.17%	81

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return