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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
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 $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

Copley Financial Group's MO Position: Q1 2026 in Review

Copley Financial Group reduced its Altria Group (MO) stake by 6.9% in Q1 2026, selling an estimated $29.8K and leaving 6,234 shares worth $411K. The position accounts for 0.25% of the portfolio, ranked #66.

Copley Financial Group first reported a position in MO in Q3 2025 and has held it in 3 quarters since. The position peaked at $448K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Copley Financial Group held 6,234 shares of Altria Group worth $411K as of Q1 2026.
  • Copley Financial Group sold 463 Altria Group shares in Q1 2026, an estimated $29.8K.
  • Altria Group made up 0.25% of Copley Financial Group's portfolio in Q1 2026, its #66 holding.
  • Copley Financial Group first reported a position in Altria Group in Q3 2025 and has held it in 3 quarters since.
  • Copley Financial Group's Altria Group position peaked at $448K in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.