CFG
MO icon

Copley Financial Group’s Altria Group MO Stock Holding History

Copley 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 		$275K Sell
3,824
-2,410
-39% -$168K 0.17% 86
2026
Q1 		$411K Sell
6,234
-463
-7% -$29.8K 0.25% 66
2025
Q4 		$386K Sell
6,697
-85
-1% -$5.13K 0.24% 80
2025
Q3 		$448K Buy
+6,782
New +$430K 0.31% 57

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

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

Copley Financial Group reduced its Altria Group (MO) stake by 39% in Q2 2026, selling an estimated $168K and leaving 3,824 shares worth $275K. The position accounts for 0.17% of the portfolio, ranked #86.

Copley Financial Group first reported a position in MO in Q3 2025 and has held it in 4 quarters since. The position peaked at $448K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Copley Financial Group held 3,824 shares of Altria Group worth $275K as of Q2 2026.
  • Copley Financial Group sold 2,410 Altria Group shares in Q2 2026, an estimated $168K.
  • Altria Group made up 0.17% of Copley Financial Group's portfolio in Q2 2026, its #86 holding.
  • Copley Financial Group first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • Copley Financial Group's Altria Group position peaked at $448K in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.