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Constant Guidance Financial’s Altria Group MO Stock Holding History

Constant Guidance 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 		$472K Buy
+7,159
New +$461K 0.33% 31
2025
Q1 		– Sell
-11,710
Closed -$612K – 39
2024
Q4 		$612K Buy
+11,710
New +$624K 0.53% 27

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

Constant Guidance Financial's MO Position: Q1 2026 in Review

Constant Guidance Financial opened a new position in Altria Group (MO) in Q1 2026: 7,159 shares worth $472K. The stake represents 0.33% of the portfolio and ranks #31 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in MO as recently as Q4 2024.

Constant Guidance Financial first reported a position in MO in Q4 2024 and has held it in 2 quarters since. The position peaked at $612K in Q4 2024. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Constant Guidance Financial held 7,159 shares of Altria Group worth $472K as of Q1 2026.
  • Altria Group was a new Constant Guidance Financial position in Q1 2026.
  • Altria Group made up 0.33% of Constant Guidance Financial's portfolio in Q1 2026, its #31 holding.
  • Constant Guidance Financial first reported a position in Altria Group in Q4 2024 and has held it in 2 quarters since.
  • Constant Guidance Financial's Altria Group position peaked at $612K in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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