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Allegheny Financial Group’s Altria Group MO Stock Holding History

Allegheny Financial Group’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 		$1.34M Buy
18,645
+93
+0.5% +$6.49K 0.14% 87
2026
Q1 		$1.22M Buy
18,552
+259
+1% +$16.7K 0.17% 88
2025
Q4 		$1.05M Sell
18,293
-1,329
-7% -$80.2K 0.16% 94
2025
Q3 		$1.3M Buy
19,622
+785
+4% +$49.7K 0.24% 77
2025
Q2 		$1.1M Buy
18,837
+2,536
+16% +$149K 0.25% 79
2025
Q1 		$978K Buy
16,301
+158
+1% +$8.63K 0.25% 75
2024
Q4 		$844K Buy
16,143
+151
+0.9% +$8.04K 0.22% 84
2024
Q3 		$816K Sell
15,992
-491
-3% -$24.8K 0.2% 99
2024
Q2 		$751K Buy
16,483
+279
+2% +$12.4K 0.22% 90
2024
Q1 		$707K Buy
16,204
+138
+0.9% +$5.72K 0.22% 89
2023
Q4 		$648K Sell
16,066
-5
-0% -$207 0.21% 99
2023
Q3 		$676K Buy
16,071
+877
+6% +$38.7K 0.25% 73
2023
Q2 		$688K Sell
15,194
-534
-3% -$24.2K 0.33% 59
2023
Q1 		$702K Sell
15,728
-223
-1% -$10.3K 0.28% 74
2022
Q4 		$729K Buy
15,951
+61
+0.4% +$2.76K 0.3% 67
2022
Q3 		$641K Sell
15,890
-527
-3% -$23K 0.3% 66
2022
Q2 		$686K Buy
16,417
+52
+0.3% +$2.69K 0.32% 63
2022
Q1 		$855K Sell
16,365
-677
-4% -$34.5K 0.36% 55
2021
Q4 		$808K Sell
17,042
-2
-0% -$92 0.32% 58
2021
Q3 		$776K Buy
17,044
+56
+0.3% +$2.71K 0.36% 51
2021
Q2 		$810K Buy
16,988
+23
+0.1% +$1.13K 0.37% 47
2021
Q1 		$868K Sell
16,965
-15
-0.1% -$672 0.64% 28
2020
Q4 		$696K Buy
+16,980
New +$682K 0.37% 50

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

Allegheny Financial Group's MO Position: Q2 2026 in Review

Allegheny Financial Group increased its Altria Group (MO) stake by 0.5% in Q2 2026, buying an estimated $6.49K and bringing the position to 18,645 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #87.

Allegheny Financial Group first reported a position in MO in Q4 2020 and has held it in 23 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Allegheny Financial Group held 18,645 shares of Altria Group worth $1.34M as of Q2 2026.
  • Allegheny Financial Group bought 93 Altria Group shares in Q2 2026, an estimated $6.49K.
  • Altria Group made up 0.14% of Allegheny Financial Group's portfolio in Q2 2026, its #87 holding.
  • Allegheny Financial Group first reported a position in Altria Group in Q4 2020 and has held it in 23 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.