Cooper Financial Group’s Altria Group MO Stock Holding History

Cooper Financial 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	$242K	Buy	3,368 +311	+10%	+$21.7K	0.02%	390
2026 Q1	$202K	Buy	+3,057	New	+$197K	0.02%	416
2021 Q4	–	Sell	-4,924	Closed	-$224K	–	260
2021 Q3	$224K	Buy	4,924 +93	+2%	+$4.49K	0.05%	228
2021 Q2	$230K	Buy	4,831 +13	+0.3%	+$639	0.05%	225
2021 Q1	$246K	Sell	4,818 -4,186	-46%	-$188K	0.06%	206
2020 Q4	$369K	Buy	9,004 +3,283	+57%	+$132K	0.08%	186
2020 Q3	$221K	Buy	5,721 +151	+3%	+$6.28K	0.06%	184
2020 Q2	$219K	Buy	5,570 +344	+7%	+$13.4K	0.07%	172
2020 Q1	$202K	Buy	+5,226	New	+$232K	0.08%	142
2019 Q1	–	Sell	-5,366	Closed	-$265K	–	112
2018 Q4	$265K	Buy	+5,366	New	+$311K	0.18%	80

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cooper Financial Group's MO Position: Q2 2026 in Review

Cooper Financial Group increased its Altria Group (MO) stake by 10% in Q2 2026, buying an estimated $21.7K and bringing the position to 3,368 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #390.

Cooper Financial Group first reported a position in MO in Q4 2018 and has held it in 10 quarters since. The position peaked at $369K in Q4 2020. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Cooper Financial Group held 3,368 shares of Altria Group worth $242K as of Q2 2026.
Cooper Financial Group bought 311 Altria Group shares in Q2 2026, an estimated $21.7K.
Altria Group made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #390 holding.
Cooper Financial Group first reported a position in Altria Group in Q4 2018 and has held it in 10 quarters since.
Cooper Financial Group's Altria Group position peaked at $369K in Q4 2020.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.