American Financial & Tax Strategies’s Altria Group MO Stock Holding History

American Financial & Tax Strategies’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	$768K	Sell	10,671 -5,776	-35%	-$403K	0.35%	61
2026 Q1	$1.09M	Hold	16,447	–	–	0.53%	51
2025 Q4	$948K	Hold	16,447	–	–	0.47%	54
2025 Q3	$1.09M	Hold	16,447	–	–	0.54%	50
2025 Q2	$964K	Hold	16,447	–	–	0.5%	53
2025 Q1	$987K	Hold	16,447	–	–	0.53%	50
2024 Q4	$860K	Hold	16,447	–	–	0.45%	55
2024 Q3	$839K	Hold	16,447	–	–	0.43%	57
2024 Q2	$749K	Hold	16,447	–	–	0.39%	59
2024 Q1	$717K	Hold	16,447	–	–	0.39%	60
2023 Q4	$663K	Buy	+16,447	New	+$680K	0.38%	59

Other funds holding MO

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Financial & Tax Strategies's MO Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Altria Group (MO) stake by 35% in Q2 2026, selling an estimated $403K and leaving 10,671 shares worth $768K. The position accounts for 0.35% of the portfolio, ranked #61.

American Financial & Tax Strategies first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2025. 1,946 funds tracked by Wall St. Rank hold MO as of Q2 2026.

American Financial & Tax Strategies held 10,671 shares of Altria Group worth $768K as of Q2 2026.
American Financial & Tax Strategies sold 5,776 Altria Group shares in Q2 2026, an estimated $403K.
Altria Group made up 0.35% of American Financial & Tax Strategies's portfolio in Q2 2026, its #61 holding.
American Financial & Tax Strategies first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Altria Group position peaked at $1.09M in Q3 2025.
1,946 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.