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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
Q2 		$635K Buy
8,832
+13
+0.1% +$907 0.06% 162
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 $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 $3.38T AUM 44.17% 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

Cahill Financial Advisors's MO Position: Q2 2026 in Review

Cahill Financial Advisors increased its Altria Group (MO) stake by 0.15% in Q2 2026, buying an estimated $907 and bringing the position to 8,832 shares worth $635K. The position accounts for 0.06% of the portfolio, ranked #162.

Cahill Financial Advisors first reported a position in MO in Q3 2021 and has held it in 8 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cahill Financial Advisors held 8,832 shares of Altria Group worth $635K as of Q2 2026.
  • Cahill Financial Advisors bought 13 Altria Group shares in Q2 2026, an estimated $907.
  • Altria Group made up 0.06% of Cahill Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Cahill Financial Advisors first reported a position in Altria Group in Q3 2021 and has held it in 8 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.