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Ausdal Financial Partners’s Altria Group MO Stock Holding History

Ausdal Financial Partners’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 		$2.88M Sell
43,572
-992
-2% -$63.8K 0.13% 172
2025
Q4 		$2.58M Sell
44,564
-12,000
-21% -$725K 0.12% 182
2025
Q3 		$3.74M Buy
56,564
+3,006
+6% +$190K 0.18% 133
2025
Q2 		$3.14M Buy
53,558
+13,153
+33% +$772K 0.21% 116
2025
Q1 		$2.43M Buy
40,405
+2,952
+8% +$161K 0.18% 125
2024
Q4 		$1.96M Buy
37,453
+3,321
+10% +$177K 0.17% 130
2024
Q3 		$1.74M Buy
34,132
+1,677
+5% +$84.8K 0.18% 123
2024
Q2 		$1.48M Buy
32,455
+4,636
+17% +$206K 0.16% 136
2024
Q1 		$1.21M Buy
27,819
+619
+2% +$25.7K 0.14% 154
2023
Q4 		$1.1M Sell
27,200
-799
-3% -$33K 0.14% 152
2023
Q3 		$1.18M Buy
27,999
+1,239
+5% +$54.7K 0.16% 145
2023
Q2 		$1.21M Buy
26,760
+626
+2% +$28.4K 0.16% 142
2023
Q1 		$1.17M Sell
26,134
-1,132
-4% -$52K 0.16% 143
2022
Q4 		$1.25M Sell
27,266
-2,058
-7% -$93.2K 0.18% 131
2022
Q3 		$1.18M Buy
29,324
+3,534
+14% +$154K 0.19% 133
2022
Q2 		$1.08M Buy
25,790
+4,237
+20% +$219K 0.16% 165
2022
Q1 		$1.13M Sell
21,553
-4,139
-16% -$211K 0.15% 169
2021
Q4 		$1.22M Buy
25,692
+1,945
+8% +$89.1K 0.16% 165
2021
Q3 		$1.08M Sell
23,747
-600
-2% -$29K 0.16% 169
2021
Q2 		$1.16M Buy
24,347
+808
+3% +$39.7K 0.18% 158
2021
Q1 		$1.2M Buy
23,539
+1,375
+6% +$61.6K 0.2% 143
2020
Q4 		$909K Buy
22,164
+1,012
+5% +$40.6K 0.18% 147
2020
Q3 		$817K Buy
21,152
+530
+3% +$22.1K 0.2% 138
2020
Q2 		$809K Sell
20,622
-459
-2% -$17.9K 0.27% 105
2020
Q1 		$824K Sell
21,081
-8,828
-30% -$392K 0.29% 90
2019
Q4 		$1.5M Buy
29,909
+1,369
+5% +$64.6K 0.44% 57
2019
Q3 		$1.17M Buy
28,540
+824
+3% +$37.9K 0.41% 71
2019
Q2 		$1.34M Sell
27,716
-32
-0.1% -$1.68K 0.52% 54
2019
Q1 		$1.59M Buy
27,748
+319
+1% +$16.3K 0.65% 37
2018
Q4 		$1.35M Sell
27,429
-6,468
-19% -$375K 0.66% 35
2018
Q3 		$2.04M Buy
33,897
+6,718
+25% +$399K 0.58% 37
2018
Q2 		$1.54M Buy
27,179
+1,291
+5% +$74.5K 0.48% 45
2018
Q1 		$1.61M Sell
25,888
-802
-3% -$53.1K 0.56% 37
2017
Q4 		$1.91M Sell
26,690
-2,197
-8% -$147K 0.68% 27
2017
Q3 		$1.83M Sell
28,887
-379
-1% -$25.3K 0.73% 26
2017
Q2 		$2.18M Sell
29,266
-57
-0.2% -$4.17K 0.93% 19
2017
Q1 		$2.09M Sell
29,323
-24
-0.1% -$1.74K 0.94% 16
2016
Q4 		$1.98M Buy
29,347
+1,151
+4% +$74.1K 0.93% 19
2016
Q3 		$1.78M Buy
28,196
+60
+0.2% +$3.99K 0.9% 22
2016
Q2 		$1.94M Buy
28,136
+695
+3% +$44.5K 1% 19
2016
Q1 		$1.72M Sell
27,441
-555
-2% -$33.6K 0.98% 18
2015
Q4 		$1.63M Buy
+27,996
New +$1.62M 0.82% 14

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

Ausdal Financial Partners's MO Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Altria Group (MO) stake by 2.2% in Q1 2026, selling an estimated $63.8K and leaving 43,572 shares worth $2.88M. The position accounts for 0.13% of the portfolio, ranked #172.

Ausdal Financial Partners first reported a position in MO in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.74M in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Ausdal Financial Partners held 43,572 shares of Altria Group worth $2.88M as of Q1 2026.
  • Ausdal Financial Partners sold 992 Altria Group shares in Q1 2026, an estimated $63.8K.
  • Altria Group made up 0.13% of Ausdal Financial Partners's portfolio in Q1 2026, its #172 holding.
  • Ausdal Financial Partners first reported a position in Altria Group in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's Altria Group position peaked at $3.74M in Q3 2025.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.