Convergence Financial’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$832K Buy
11,564
+5,284
+84% +$369K 0.07% 138
2026
Q1
$414K Sell
6,280
-80
-1% -$5.15K 0.04% 161
2025
Q4
$367K Sell
6,360
-57
-0.9% -$3.44K 0.05% 145
2025
Q3
$424K Buy
6,417
+1,806
+39% +$114K 0.06% 131
2025
Q2
$270K Buy
+4,611
New +$271K 0.05% 163

Other funds holding MO

Convergence Financial's MO Position: Q2 2026 in Review

Convergence Financial increased its Altria Group (MO) stake by 84% in Q2 2026, buying an estimated $369K and bringing the position to 11,564 shares worth $832K. The position accounts for 0.07% of the portfolio, ranked #138.

Convergence Financial first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Convergence Financial held 11,564 shares of Altria Group worth $832K as of Q2 2026.
  • Convergence Financial bought 5,284 Altria Group shares in Q2 2026, an estimated $369K.
  • Altria Group made up 0.07% of Convergence Financial's portfolio in Q2 2026, its #138 holding.
  • Convergence Financial first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.