CFG
MO icon

Chapman Financial Group’s Altria Group MO Stock Holding History

Chapman Financial Group’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 		$51.9K Hold
786
– – 0.04% 186
2025
Q4 		$45.3K Hold
786
– – 0.03% 184
2025
Q3 		$51.9K Hold
786
– – 0.04% 180
2025
Q2 		$46.1K Buy
+786
New +$46.2K 0.04% 144
2024
Q4 		$41.1K Buy
+786
New +$41.9K 0.03% 154

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

Chapman Financial Group's MO Position: Q1 2026 in Review

Chapman Financial Group held its Altria Group (MO) position steady in Q1 2026 at 786 shares worth $51.9K. The position accounts for 0.04% of the portfolio, ranked #186.

Chapman Financial Group first reported a position in MO in Q4 2024 and has held it in 5 quarters since. The position peaked at $51.9K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Chapman Financial Group held 786 shares of Altria Group worth $51.9K as of Q1 2026.
  • Chapman Financial Group left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.04% of Chapman Financial Group's portfolio in Q1 2026, its #186 holding.
  • Chapman Financial Group first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Altria Group position peaked at $51.9K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.