CGF
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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
Q2 		$404K Sell
5,609
-1,550
-22% -$108K 0.25% 55
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 $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

Constant Guidance Financial's MO Position: Q2 2026 in Review

Constant Guidance Financial reduced its Altria Group (MO) stake by 22% in Q2 2026, selling an estimated $108K and leaving 5,609 shares worth $404K. The position accounts for 0.25% of the portfolio, ranked #55.

Constant Guidance Financial first reported a position in MO in Q4 2024 and has held it in 3 quarters since. The position peaked at $612K in Q4 2024. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Constant Guidance Financial held 5,609 shares of Altria Group worth $404K as of Q2 2026.
  • Constant Guidance Financial sold 1,550 Altria Group shares in Q2 2026, an estimated $108K.
  • Altria Group made up 0.25% of Constant Guidance Financial's portfolio in Q2 2026, its #55 holding.
  • Constant Guidance Financial first reported a position in Altria Group in Q4 2024 and has held it in 3 quarters since.
  • Constant Guidance Financial's Altria Group position peaked at $612K in Q4 2024.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.