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Claris Financial’s Altria Group MO Stock Holding History

Claris Financial’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 		$916K Buy
13,884
+9,995
+257% +$643K 0.5% 55
2025
Q4 		$224K Buy
3,889
+14
+0.4% +$845 0.12% 156
2025
Q3 		$256K Buy
+3,875
New +$245K 0.15% 135
2025
Q2 		– Sell
-4,449
Closed -$233K – 156
2025
Q1 		$233K Hold
4,449
– – 0.15% 143
2024
Q4 		$233K Buy
+4,449
New +$237K 0.15% 143

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

Claris Financial's MO Position: Q1 2026 in Review

Claris Financial increased its Altria Group (MO) stake by 257% in Q1 2026, buying an estimated $643K and bringing the position to 13,884 shares worth $916K. The position accounts for 0.5% of the portfolio, ranked #55.

Claris Financial first reported a position in MO in Q4 2024 and has held it in 5 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Claris Financial held 13,884 shares of Altria Group worth $916K as of Q1 2026.
  • Claris Financial bought 9,995 Altria Group shares in Q1 2026, an estimated $643K.
  • Altria Group made up 0.5% of Claris Financial's portfolio in Q1 2026, its #55 holding.
  • Claris Financial first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.