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CFM Wealth Partners’s Altria Group MO Stock Holding History

CFM Wealth 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 		$5.85M Sell
81,261
-1,761
-2% -$123K 0.75% 34
2026
Q1 		$5.48M Hold
83,022
– – 0.82% 32
2025
Q4 		$4.79M Buy
83,022
+432
+0.5% +$26.1K 0.69% 39
2025
Q3 		$5.46M Buy
82,590
+154
+0.2% +$9.76K 0.79% 36
2025
Q2 		$4.83M Sell
82,436
-805
-1% -$47.3K 0.77% 38
2025
Q1 		$5M Buy
83,241
+900
+1% +$49.1K 0.88% 32
2024
Q4 		$4.31M Buy
82,341
+470
+0.6% +$25K 0.73% 38
2024
Q3 		$4.18M Buy
81,871
+857
+1% +$43.3K 0.73% 37
2024
Q2 		$3.69M Buy
81,014
+1,084
+1% +$48.1K 0.68% 36
2024
Q1 		$3.49M Sell
79,930
-1,971
-2% -$81.7K 0.7% 38
2023
Q4 		$3.3M Buy
81,901
+263
+0.3% +$10.9K 0.75% 39
2023
Q3 		$3.43M Buy
81,638
+727
+0.9% +$32.1K 0.9% 31
2023
Q2 		$3.67M Sell
80,911
-129
-0.2% -$5.84K 0.89% 30
2023
Q1 		$3.62M Buy
81,040
+216
+0.3% +$9.93K 0.97% 24
2022
Q4 		$3.69M Sell
80,824
-329
-0.4% -$14.9K 1.11% 21
2022
Q3 		$3.28M Sell
81,153
-1,050
-1% -$45.8K 1.05% 22
2022
Q2 		$3.43M Sell
82,203
-768
-0.9% -$39.8K 1.03% 26
2022
Q1 		$4.33M Sell
82,971
-367
-0.4% -$18.7K 1.04% 21
2021
Q4 		$4M Buy
83,338
+484
+0.6% +$22.2K 0.89% 25
2021
Q3 		$3.77M Buy
82,854
+710
+0.9% +$34.3K 0.95% 27
2021
Q2 		$3.92M Buy
82,144
+194
+0.2% +$9.53K 1.04% 23
2021
Q1 		$4.19M Buy
81,950
+4,304
+6% +$193K 1.26% 17
2020
Q4 		$3.18M Sell
77,646
-1,046
-1% -$42K 1.02% 28
2020
Q3 		$3.04M Sell
78,692
-431
-0.5% -$17.9K 1.11% 25
2020
Q2 		$3.1M Sell
79,123
-2,112
-3% -$82.4K 1.18% 18
2020
Q1 		$3.14M Buy
81,235
+10,828
+15% +$481K 1.46% 14
2019
Q4 		$3.6M Buy
+70,407
New +$3.32M 1.33% 16

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

CFM Wealth Partners's MO Position: Q2 2026 in Review

CFM Wealth Partners reduced its Altria Group (MO) stake by 2.1% in Q2 2026, selling an estimated $123K and leaving 81,261 shares worth $5.85M. The position accounts for 0.75% of the portfolio, ranked #34.

CFM Wealth Partners first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 2,560 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • CFM Wealth Partners held 81,261 shares of Altria Group worth $5.85M as of Q2 2026.
  • CFM Wealth Partners sold 1,761 Altria Group shares in Q2 2026, an estimated $123K.
  • Altria Group made up 0.75% of CFM Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • CFM Wealth Partners first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 2,560 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.