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Clark Financial Services Group’s Altria Group MO Stock Holding History

Clark Financial Services 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
Q2 		$807K Buy
11,215
+1,618
+17% +$113K 0.38% 37
2026
Q1 		$633K Buy
9,597
+437
+5% +$28.1K 0.34% 42
2025
Q4 		$516K Sell
9,160
-208
-2% -$12.6K 0.27% 57
2025
Q3 		$619K Buy
9,368
+640
+7% +$40.5K 0.33% 41
2025
Q2 		$512K Buy
8,728
+90
+1% +$5.29K 0.31% 42
2025
Q1 		$518K Sell
8,638
-47
-0.5% -$2.57K 0.36% 31
2024
Q4 		$454K Sell
8,685
-246
-3% -$13.1K 0.35% 33
2024
Q3 		$456K Buy
8,931
+11
+0.1% +$556 0.41% 26
2024
Q2 		$407K Sell
8,920
-4
-0% -$177 0.43% 24
2024
Q1 		$389K Buy
8,924
+301
+3% +$12.5K 0.47% 31
2023
Q4 		$348K Sell
8,623
-115
-1% -$4.76K 0.45% 30
2023
Q3 		$367K Sell
8,738
-140
-2% -$6.19K 0.5% 32
2023
Q2 		$402K Buy
8,878
+5
+0.1% +$226 0.54% 30
2023
Q1 		$396K Buy
8,873
+141
+2% +$6.48K 0.58% 27
2022
Q4 		$399K Buy
8,732
+38
+0.4% +$1.72K 0.46% 31
2022
Q3 		$351K Buy
+8,694
New +$379K 0.37% 34
2022
Q1 		$502K Buy
9,600
+21
+0.2% +$1.07K 0.37% 33
2021
Q4 		$454K Buy
9,579
+295
+3% +$13.5K 0.31% 42
2021
Q3 		$423K Buy
9,284
+1,968
+27% +$95K 0.33% 42
2021
Q2 		$349K Buy
7,316
+278
+4% +$13.7K 0.27% 52
2021
Q1 		$360K Buy
+7,038
New +$315K 0.3% 51
2020
Q2 		$401K Buy
+9,591
New +$374K 0.62% 26

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

Clark Financial Services Group's MO Position: Q2 2026 in Review

Clark Financial Services Group increased its Altria Group (MO) stake by 17% in Q2 2026, buying an estimated $113K and bringing the position to 11,215 shares worth $807K. The position accounts for 0.38% of the portfolio, ranked #37.

Clark Financial Services Group first reported a position in MO in Q2 2020 and has held it in 22 quarters since. 2,552 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Clark Financial Services Group held 11,215 shares of Altria Group worth $807K as of Q2 2026.
  • Clark Financial Services Group bought 1,618 Altria Group shares in Q2 2026, an estimated $113K.
  • Altria Group made up 0.38% of Clark Financial Services Group's portfolio in Q2 2026, its #37 holding.
  • Clark Financial Services Group first reported a position in Altria Group in Q2 2020 and has held it in 22 quarters since.
  • 2,552 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.