DI
MO icon

DDFG Inc’s Altria Group MO Stock Holding History

DDFG Inc’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 		$574K Sell
7,976
-3
-0% -$209 0.11% 57
2026
Q1 		$527K Buy
7,979
+3
+0% +$193 0.11% 53
2025
Q4 		$460K Sell
7,976
-18
-0.2% -$1.09K 0.1% 56
2025
Q3 		$528K Buy
7,994
+18
+0.2% +$1.14K 0.12% 51
2025
Q2 		$468K Hold
7,976
– – 0.12% 52
2025
Q1 		$479K Sell
7,976
-48
-0.6% -$2.62K 0.13% 48
2024
Q4 		$420K Sell
8,024
-26
-0.3% -$1.39K 0.12% 52
2024
Q3 		$411K Sell
8,050
-79
-1% -$3.99K 0.12% 57
2024
Q2 		$370K Buy
+8,129
New +$361K 0.11% 59

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DDFG Inc's MO Position: Q2 2026 in Review

DDFG Inc reduced its Altria Group (MO) stake by 0.04% in Q2 2026, selling an estimated $209 and leaving 7,976 shares worth $574K. The position accounts for 0.11% of the portfolio, ranked #57.

DDFG Inc first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 1,292 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • DDFG Inc held 7,976 shares of Altria Group worth $574K as of Q2 2026.
  • DDFG Inc sold 3 Altria Group shares in Q2 2026, an estimated $209.
  • Altria Group made up 0.11% of DDFG Inc's portfolio in Q2 2026, its #57 holding.
  • DDFG Inc first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.