CGC Financial Services’s Altria Group MO Stock Holding History

CGC Financial Services’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	$76.6K	Hold	1,064	–	–	0.02%	110
2026 Q1	$70.2K	Hold	1,064	–	–	0.02%	106
2025 Q4	$61.4K	Hold	1,064	–	–	0.02%	122
2025 Q3	$70.3K	Hold	1,064	–	–	0.02%	109
2025 Q2	$62.4K	Buy	1,064 +112	+12%	+$6.58K	0.02%	114
2025 Q1	$57.1K	Buy	952 +2	+0.2%	+$109	0.02%	106
2024 Q4	$49.7K	Hold	950	–	–	0.02%	107
2024 Q3	$48.5K	Buy	950 +100	+12%	+$5.05K	0.02%	109
2024 Q2	$38.7K	Hold	850	–	–	0.02%	119
2024 Q1	$37.1K	Hold	850	–	–	0.02%	114
2023 Q4	$34.3K	Hold	850	–	–	0.02%	129
2023 Q3	$35.7K	Hold	850	–	–	0.03%	105
2023 Q2	$38.5K	Buy	+850	New	+$38.5K	0.03%	106

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CGC Financial Services's MO Position: Q2 2026 in Review

CGC Financial Services held its Altria Group (MO) position steady in Q2 2026 at 1,064 shares worth $76.6K. The position accounts for 0.02% of the portfolio, ranked #110.

CGC Financial Services first reported a position in MO in Q2 2023 and has held it in 13 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

CGC Financial Services held 1,064 shares of Altria Group worth $76.6K as of Q2 2026.
CGC Financial Services left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.02% of CGC Financial Services's portfolio in Q2 2026, its #110 holding.
CGC Financial Services first reported a position in Altria Group in Q2 2023 and has held it in 13 quarters since.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.