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Clarity Financial’s Altria Group MO Stock Holding History

Clarity 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
Q2 		$894K Buy
12,422
+49
+0.4% +$3.42K 0.08% 58
2026
Q1 		$816K Sell
12,373
-333,013
-96% -$21.4M 0.09% 54
2025
Q4 		$19.9M Buy
345,386
+328,034
+1,890% +$19.8M 1.84% 23
2025
Q3 		$1.15M Buy
17,352
+891
+5% +$56.4K 0.11% 51
2025
Q2 		$965K Buy
16,461
+696
+4% +$40.9K 0.1% 52
2025
Q1 		$946K Sell
15,765
-2,578
-14% -$141K 0.11% 49
2024
Q4 		$959K Sell
18,343
-3,851
-17% -$205K 0.11% 52
2024
Q3 		$1.13M Buy
22,194
+3,102
+16% +$157K 0.13% 63
2024
Q2 		$870K Sell
19,092
-1,076
-5% -$47.7K 0.13% 58
2024
Q1 		$880K Sell
20,168
-939
-4% -$38.9K 0.13% 56
2023
Q4 		$851K Sell
21,107
-307,612
-94% -$12.7M 0.15% 49
2023
Q3 		$13.8M Buy
328,719
+131,271
+66% +$5.8M 2.32% 14
2023
Q2 		$8.94M Buy
197,448
+183,797
+1,346% +$8.32M 1.27% 23
2023
Q1 		$609K Buy
+13,651
New +$628K 2.25% 16
2021
Q2 		– Sell
-5,031
Closed -$257K – 134
2021
Q1 		$257K Buy
+5,031
New +$225K 0.05% 110

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

Clarity Financial's MO Position: Q2 2026 in Review

Clarity Financial increased its Altria Group (MO) stake by 0.4% in Q2 2026, buying an estimated $3.42K and bringing the position to 12,422 shares worth $894K. The position accounts for 0.08% of the portfolio, ranked #58.

Clarity Financial first reported a position in MO in Q1 2021 and has held it in 15 quarters since. The position peaked at $19.9M in Q4 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Clarity Financial held 12,422 shares of Altria Group worth $894K as of Q2 2026.
  • Clarity Financial bought 49 Altria Group shares in Q2 2026, an estimated $3.42K.
  • Altria Group made up 0.08% of Clarity Financial's portfolio in Q2 2026, its #58 holding.
  • Clarity Financial first reported a position in Altria Group in Q1 2021 and has held it in 15 quarters since.
  • Clarity Financial's Altria Group position peaked at $19.9M in Q4 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.