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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
Q2 		$2.54M Buy
35,245
+7,171
+26% +$501K 0.07% 216
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 $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

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

Atomi Financial Group increased its Altria Group (MO) stake by 26% in Q2 2026, buying an estimated $501K and bringing the position to 35,245 shares worth $2.54M. The position accounts for 0.07% of the portfolio, ranked #216.

Atomi Financial Group first reported a position in MO in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.62M in Q3 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Atomi Financial Group held 35,245 shares of Altria Group worth $2.54M as of Q2 2026.
  • Atomi Financial Group bought 7,171 Altria Group shares in Q2 2026, an estimated $501K.
  • Altria Group made up 0.07% of Atomi Financial Group's portfolio in Q2 2026, its #216 holding.
  • Atomi Financial Group first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's Altria Group position peaked at $5.62M in Q3 2025.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.