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Atomi Financial Group’s Altria Group MO Stock Holding History

Atomi 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
Q1 		$1.85M Buy
28,074
+2,305
+9% +$148K 0.06% 264
2025
Q4 		$1.49M Sell
25,769
-59,333
-70% -$3.58M 0.04% 298
2025
Q3 		$5.62M Buy
85,102
+11,511
+16% +$729K 0.18% 97
2025
Q2 		$4.31M Buy
73,591
+53,166
+260% +$3.12M 0.16% 102
2025
Q1 		$1.23M Buy
20,425
+2,874
+16% +$157K 0.06% 244
2024
Q4 		$918K Buy
17,551
+5,985
+52% +$319K 0.05% 282
2024
Q3 		$590K Buy
11,566
+2,851
+33% +$144K 0.04% 392
2024
Q2 		$397K Buy
8,715
+2,762
+46% +$123K 0.03% 462
2024
Q1 		$260K Buy
5,953
+399
+7% +$16.5K 0.02% 582
2023
Q4 		$224K Sell
5,554
-3,159
-36% -$131K 0.03% 508
2023
Q3 		$366K Buy
+8,713
New +$385K 0.12% 200

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atomi Financial Group's MO Position: Q1 2026 in Review

Atomi Financial Group increased its Altria Group (MO) stake by 8.9% in Q1 2026, buying an estimated $148K and bringing the position to 28,074 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #264.

Atomi Financial Group first reported a position in MO in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.62M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Atomi Financial Group held 28,074 shares of Altria Group worth $1.85M as of Q1 2026.
  • Atomi Financial Group bought 2,305 Altria Group shares in Q1 2026, an estimated $148K.
  • Altria Group made up 0.06% of Atomi Financial Group's portfolio in Q1 2026, its #264 holding.
  • Atomi Financial Group first reported a position in Altria Group in Q3 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Altria Group position peaked at $5.62M in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.