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Abound Financial’s Altria Group MO Stock Holding History

Abound 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
Q2 		$55K Buy
764
+100
+15% +$6.98K 0.02% 118
2026
Q1 		$43.8K Hold
664
– – 0.02% 123
2025
Q4 		$38.3K Buy
+664
New +$40.1K 0.01% 134
2025
Q2 		– Sell
-664
Closed -$39.9K – 186
2025
Q1 		$39.9K Buy
+664
New +$36.3K 0.02% 128

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

Abound Financial's MO Position: Q2 2026 in Review

Abound Financial increased its Altria Group (MO) stake by 15% in Q2 2026, buying an estimated $6.98K and bringing the position to 764 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #118.

Abound Financial first reported a position in MO in Q1 2025 and has held it in 4 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Abound Financial held 764 shares of Altria Group worth $55K as of Q2 2026.
  • Abound Financial bought 100 Altria Group shares in Q2 2026, an estimated $6.98K.
  • Altria Group made up 0.02% of Abound Financial's portfolio in Q2 2026, its #118 holding.
  • Abound Financial first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.