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AmeriFlex Group’s Altria Group MO Stock Holding History

AmeriFlex 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 		$621K Sell
8,627
-301
-3% -$21K 0.25% 79
2026
Q1 		$589K Sell
8,928
-1,753
-16% -$113K 0.3% 74
2025
Q4 		$616K Sell
10,681
-3,963
-27% -$239K 0.32% 64
2025
Q3 		$967K Buy
14,644
+9,975
+214% +$632K 0.36% 48
2025
Q2 		$275K Sell
4,669
-4,316
-48% -$253K 0.14% 135
2025
Q1 		$539K Sell
8,985
-375
-4% -$20.5K 0.22% 100
2024
Q4 		$489K Buy
+9,360
New +$499K 0.22% 95

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

AmeriFlex Group's MO Position: Q2 2026 in Review

AmeriFlex Group reduced its Altria Group (MO) stake by 3.4% in Q2 2026, selling an estimated $21K and leaving 8,627 shares worth $621K. The position accounts for 0.25% of the portfolio, ranked #79.

AmeriFlex Group first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $967K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • AmeriFlex Group held 8,627 shares of Altria Group worth $621K as of Q2 2026.
  • AmeriFlex Group sold 301 Altria Group shares in Q2 2026, an estimated $21K.
  • Altria Group made up 0.25% of AmeriFlex Group's portfolio in Q2 2026, its #79 holding.
  • AmeriFlex Group first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Altria Group position peaked at $967K in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.