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Dynamic Financial Group’s Altria Group MO Stock Holding History

Dynamic 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 		$470K Buy
7,125
+15
+0.2% +$965 0.38% 37
2025
Q4 		$410K Buy
7,110
+815
+13% +$49.2K 0.35% 40
2025
Q3 		$416K Sell
6,295
-121
-2% -$7.67K 0.36% 40
2025
Q2 		$376K Sell
6,416
-75
-1% -$4.41K 0.36% 39
2025
Q1 		$390K Buy
+6,491
New +$354K 0.39% 33

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

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

Dynamic Financial Group increased its Altria Group (MO) stake by 0.21% in Q1 2026, buying an estimated $965 and bringing the position to 7,125 shares worth $470K. The position accounts for 0.38% of the portfolio, ranked #37.

Dynamic Financial Group first reported a position in MO in Q1 2025 and has held it in 5 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Dynamic Financial Group held 7,125 shares of Altria Group worth $470K as of Q1 2026.
  • Dynamic Financial Group bought 15 Altria Group shares in Q1 2026, an estimated $965.
  • Altria Group made up 0.38% of Dynamic Financial Group's portfolio in Q1 2026, its #37 holding.
  • Dynamic Financial Group first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.