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Bouchey Financial Group’s Altria Group MO Stock Holding History

Bouchey 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 		$566K Buy
8,339
+312
+4% +$20.1K 0.04% 89
2025
Q4 		$466K Buy
8,027
+1,061
+15% +$64.1K 0.04% 90
2025
Q3 		$462K Buy
6,966
+15
+0.2% +$950 0.04% 87
2025
Q2 		$409K Buy
6,951
+189
+3% +$11.1K 0.03% 88
2025
Q1 		$408K Buy
6,762
+332
+5% +$18.1K 0.04% 86
2024
Q4 		$338K Sell
6,430
-50
-0.8% -$2.66K 0.03% 98
2024
Q3 		$332K Buy
6,480
+199
+3% +$10.1K 0.03% 111
2024
Q2 		$287K Sell
6,281
-1,822
-22% -$80.8K 0.03% 109
2024
Q1 		$354K Buy
8,103
+131
+2% +$5.43K 0.03% 99
2023
Q4 		$322K Sell
7,972
-184
-2% -$7.61K 0.03% 100
2023
Q3 		$344K Sell
8,156
-1,541
-16% -$68.1K 0.04% 88
2023
Q2 		$439K Buy
9,697
+246
+3% +$11.1K 0.05% 68
2023
Q1 		$421K Sell
9,451
-384
-4% -$17.7K 0.06% 63
2022
Q4 		$450K Buy
9,835
+16
+0.2% +$725 0.06% 55
2022
Q3 		$396K Buy
9,819
+16
+0.2% +$698 0.06% 61
2022
Q2 		$409K Buy
9,803
+12
+0.1% +$621 0.07% 59
2022
Q1 		$512K Buy
9,791
+13
+0.1% +$662 0.07% 52
2021
Q4 		$463K Buy
9,778
+1,436
+17% +$65.8K 0.06% 60
2021
Q3 		$380K Sell
8,342
-380
-4% -$18.4K 0.05% 59
2021
Q2 		$416K Buy
8,722
+462
+6% +$22.7K 0.07% 48
2021
Q1 		$423K Buy
8,260
+14
+0.2% +$627 0.07% 51
2020
Q4 		$338K Buy
8,246
+14
+0.2% +$562 0.06% 56
2020
Q3 		$318K Sell
8,232
-82
-1% -$3.41K 0.06% 51
2020
Q2 		$326K Buy
8,314
+1,345
+19% +$52.5K 0.07% 46
2020
Q1 		$269K Hold
6,969
– – 0.07% 50
2019
Q4 		$348K Hold
6,969
– – 0.08% 57
2019
Q3 		$285K Sell
6,969
-20
-0.3% -$920 0.07% 60
2019
Q2 		$331K Buy
6,989
+300
+4% +$15.7K 0.08% 56
2019
Q1 		$384K Hold
6,689
– – 0.1% 51
2018
Q4 		$330K Hold
6,689
– – 0.09% 52
2018
Q3 		$403K Hold
6,689
– – 0.1% 47
2018
Q2 		$380K Sell
6,689
-260
-4% -$15K 0.1% 45
2018
Q1 		$433K Buy
6,949
+2
+0% +$132 0.12% 41
2017
Q4 		$496K Buy
6,947
+3
+0% +$201 0.14% 47
2017
Q3 		$440K Sell
6,944
-79
-1% -$5.27K 0.14% 47
2017
Q2 		$523K Buy
7,023
+2
+0% +$146 0.17% 41
2017
Q1 		$501K Buy
7,021
+252
+4% +$18.2K 0.17% 40
2016
Q4 		$458K Buy
6,769
+2
+0% +$129 0.19% 39
2016
Q3 		$428K Sell
6,767
-998
-13% -$66.3K 0.17% 39
2016
Q2 		$535K Buy
7,765
+3,322
+75% +$213K 0.22% 39
2016
Q1 		$278K Buy
4,443
+3
+0.1% +$181 0.12% 50
2015
Q4 		$258K Buy
4,440
+84
+2% +$4.87K 0.11% 51
2015
Q3 		$237K Buy
4,356
+2
+0% +$107 0.11% 51
2015
Q2 		$213K Buy
4,354
+61
+1% +$3.09K 0.09% 59
2015
Q1 		$215K Sell
4,293
-78
-2% -$4.14K 0.1% 58
2014
Q4 		$215K Sell
4,371
-328
-7% -$16K 0.1% 55
2014
Q3 		$216K Buy
+4,699
New +$201K 0.11% 57

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

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

Bouchey Financial Group increased its Altria Group (MO) stake by 3.9% in Q1 2026, buying an estimated $20.1K and bringing the position to 8,339 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #89.

Bouchey Financial Group first reported a position in MO in Q3 2014 and has held it in 47 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Bouchey Financial Group held 8,339 shares of Altria Group worth $566K as of Q1 2026.
  • Bouchey Financial Group bought 312 Altria Group shares in Q1 2026, an estimated $20.1K.
  • Altria Group made up 0.04% of Bouchey Financial Group's portfolio in Q1 2026, its #89 holding.
  • Bouchey Financial Group first reported a position in Altria Group in Q3 2014 and has held it in 47 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.