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Cahill Financial Advisors’s Altria Group MO Stock Holding History

Cahill Financial Advisors’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 		$582K Sell
8,819
-34
-0.4% -$2.19K 0.06% 164
2025
Q4 		$510K Buy
8,853
+248
+3% +$15K 0.06% 172
2025
Q3 		$568K Buy
8,605
+496
+6% +$31.4K 0.06% 163
2025
Q2 		$475K Sell
8,109
-860
-10% -$50.5K 0.06% 175
2025
Q1 		$538K Buy
8,969
+459
+5% +$25.1K 0.07% 155
2024
Q4 		$445K Buy
+8,510
New +$453K 0.06% 172
2021
Q4 		– Sell
-1,241
Closed -$57K – 547
2021
Q3 		$57K Buy
+1,241
New +$59.9K 0.01% 324

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

Cahill Financial Advisors's MO Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Altria Group (MO) stake by 0.38% in Q1 2026, selling an estimated $2.19K and leaving 8,819 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #164.

Cahill Financial Advisors first reported a position in MO in Q3 2021 and has held it in 7 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Cahill Financial Advisors held 8,819 shares of Altria Group worth $582K as of Q1 2026.
  • Cahill Financial Advisors sold 34 Altria Group shares in Q1 2026, an estimated $2.19K.
  • Altria Group made up 0.06% of Cahill Financial Advisors's portfolio in Q1 2026, its #164 holding.
  • Cahill Financial Advisors first reported a position in Altria Group in Q3 2021 and has held it in 7 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.