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Cardiff Park Advisors’s Altria Group MO Stock Holding History

Cardiff Park 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 		$225K Sell
3,122
-599
-16% -$41.8K 0.02% 249
2026
Q1 		$246K Sell
3,721
-82
-2% -$5.28K 0.02% 255
2025
Q4 		$219K Buy
3,803
+1
+0% +$60 0.02% 256
2025
Q3 		$251K Buy
3,802
+82
+2% +$5.2K 0.02% 256
2025
Q2 		$218K Buy
3,720
+1
+0% +$59 0.02% 252
2025
Q1 		$223K Buy
+3,719
New +$203K 0.02% 246
2024
Q4 		– Sell
-4,297
Closed -$219K – 350
2024
Q3 		$219K Buy
+4,297
New +$217K 0.02% 243
2024
Q1 		– Sell
-4,975
Closed -$201K – 359
2023
Q4 		$201K Sell
4,975
-196
-4% -$8.11K 0.02% 232
2023
Q3 		$217K Buy
5,171
+11
+0.2% +$486 0.03% 205
2023
Q2 		$234K Buy
5,160
+11
+0.2% +$498 0.03% 212
2023
Q1 		$230K Buy
5,149
+136
+3% +$6.25K 0.03% 212
2022
Q4 		$229K Sell
5,013
-20,561
-80% -$931K 0.03% 218
2022
Q3 		$1.03M Buy
25,574
+2,538
+11% +$111K 0.16% 78
2022
Q2 		$962K Buy
23,036
+75
+0.3% +$3.88K 0.15% 85
2022
Q1 		$1.2M Buy
22,961
+261
+1% +$13.3K 0.17% 67
2021
Q4 		$1.08M Buy
+22,700
New +$1.04M 0.14% 73

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

Cardiff Park Advisors's MO Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Altria Group (MO) stake by 16% in Q2 2026, selling an estimated $41.8K and leaving 3,122 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #249.

Cardiff Park Advisors first reported a position in MO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.2M in Q1 2022. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cardiff Park Advisors held 3,122 shares of Altria Group worth $225K as of Q2 2026.
  • Cardiff Park Advisors sold 599 Altria Group shares in Q2 2026, an estimated $41.8K.
  • Altria Group made up 0.02% of Cardiff Park Advisors's portfolio in Q2 2026, its #249 holding.
  • Cardiff Park Advisors first reported a position in Altria Group in Q4 2021 and has held it in 16 quarters since.
  • Cardiff Park Advisors's Altria Group position peaked at $1.2M in Q1 2022.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.