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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
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 $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

Cardiff Park Advisors's MO Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Altria Group (MO) stake by 2.2% in Q1 2026, selling an estimated $5.28K and leaving 3,721 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #255.

Cardiff Park Advisors first reported a position in MO in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.2M in Q1 2022. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Cardiff Park Advisors held 3,721 shares of Altria Group worth $246K as of Q1 2026.
  • Cardiff Park Advisors sold 82 Altria Group shares in Q1 2026, an estimated $5.28K.
  • Altria Group made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #255 holding.
  • Cardiff Park Advisors first reported a position in Altria Group in Q4 2021 and has held it in 15 quarters since.
  • Cardiff Park Advisors's Altria Group position peaked at $1.2M in Q1 2022.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.