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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $432B AUM 30.22% 1-Year Est. Return

Abound Financial's MO Position: Q1 2026 in Review

Abound Financial held its Altria Group (MO) position steady in Q1 2026 at 664 shares worth $43.8K. The position accounts for 0.02% of the portfolio, ranked #123.

Abound Financial first reported a position in MO in Q1 2025 and has held it in 3 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Abound Financial held 664 shares of Altria Group worth $43.8K as of Q1 2026.
Abound Financial left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.02% of Abound Financial's portfolio in Q1 2026, its #123 holding.
Abound Financial first reported a position in Altria Group in Q1 2025 and has held it in 3 quarters since.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.