Align Financial’s Altria Group MO Stock Holding History

Align 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	$18K	Hold	250	–	–	0.01%	229
2026 Q1	$16.5K	Sell	250 -14,165	-98%	-$911K	0.01%	233
2025 Q4	$14.4K	Buy	+14,415	New	+$870K	0.01%	249

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Align Financial's MO Position: Q2 2026 in Review

Align Financial held its Altria Group (MO) position steady in Q2 2026 at 250 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #229.

Align Financial first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Align Financial held 250 shares of Altria Group worth $18K as of Q2 2026.
Align Financial left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.01% of Align Financial's portfolio in Q2 2026, its #229 holding.
Align Financial first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.