CFP
MO icon

Catalyst Financial Partners’s Altria Group MO Stock Holding History

Catalyst Financial Partners’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 		$1.34M Buy
18,642
+4,418
+31% +$308K 0.13% 84
2026
Q1 		$939K Buy
14,224
+1,635
+13% +$105K 0.11% 110
2025
Q4 		$726K Sell
12,589
-542
-4% -$32.7K 0.08% 130
2025
Q3 		$867K Buy
13,131
+687
+6% +$43.5K 0.1% 101
2025
Q2 		$730K Buy
12,444
+819
+7% +$48.1K 0.08% 118
2025
Q1 		$698K Buy
11,625
+141
+1% +$7.7K 0.13% 104
2024
Q4 		$600K Buy
11,484
+244
+2% +$13K 0.11% 117
2024
Q3 		$574K Sell
11,240
-29
-0.3% -$1.47K 0.11% 122
2024
Q2 		$513K Buy
11,269
+217
+2% +$9.63K 0.11% 119
2024
Q1 		$454K Sell
11,052
-584
-5% -$24.2K 0.12% 119
2023
Q4 		$469K Sell
11,636
-2,112
-15% -$87.3K 0.13% 100
2023
Q3 		$578K Sell
13,748
-17
-0.1% -$751 0.19% 75
2023
Q2 		$624K Buy
13,765
+1,907
+16% +$86.4K 0.22% 67
2023
Q1 		$529K Buy
11,858
+4,631
+64% +$213K 0.23% 69
2022
Q4 		$330K Buy
+7,227
New +$327K 0.17% 95

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

Catalyst Financial Partners's MO Position: Q2 2026 in Review

Catalyst Financial Partners increased its Altria Group (MO) stake by 31% in Q2 2026, buying an estimated $308K and bringing the position to 18,642 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #84.

Catalyst Financial Partners first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Catalyst Financial Partners held 18,642 shares of Altria Group worth $1.34M as of Q2 2026.
  • Catalyst Financial Partners bought 4,418 Altria Group shares in Q2 2026, an estimated $308K.
  • Altria Group made up 0.13% of Catalyst Financial Partners's portfolio in Q2 2026, its #84 holding.
  • Catalyst Financial Partners first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.