Financial Freedom LLC’s Altria Group MO Stock Holding History

Financial Freedom LLC’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	–	Sell	-454	Closed	-$30K	–	286
2026 Q1	$30K	Hold	454	–	–	0.01%	200
2025 Q4	$26.2K	Hold	454	–	–	0.01%	200
2025 Q3	$30K	Buy	454 +7	+2%	+$443	0.01%	203
2025 Q2	$26.3K	Buy	447 +5	+1%	+$294	0.01%	204
2025 Q1	$26.5K	Buy	442 +7	+2%	+$382	0.02%	206
2024 Q4	$22.7K	Buy	435 +7	+2%	+$373	0.01%	208
2024 Q3	$21.8K	Buy	428 +7	+2%	+$354	0.01%	214
2024 Q2	$19.2K	Buy	421 +2	+0.5%	+$89	0.01%	225
2024 Q1	$18.3K	Buy	419 +7	+2%	+$290	0.01%	235
2023 Q4	$16.6K	Buy	412 +8	+2%	+$331	0.01%	236
2023 Q3	$17K	Buy	404 +6	+2%	+$265	0.01%	234
2023 Q2	$18K	Buy	398 +6	+2%	+$272	0.01%	229
2023 Q1	$17.5K	Buy	392 +6	+2%	+$276	0.01%	221
2022 Q4	$17.6K	Buy	+386	New	+$17.5K	0.01%	221

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

Financial Freedom LLC's MO Position: Q2 2026 in Review

Financial Freedom LLC sold out of Altria Group (MO) in Q2 2026, closing a stake of 454 shares — an estimated $30K sold.

Financial Freedom LLC first reported a position in MO in Q4 2022 and held it in 14 quarters. The position peaked at $30K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Financial Freedom LLC reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 454 Altria Group shares in Q2 2026, an estimated $30K.
Financial Freedom LLC first reported a position in Altria Group in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's Altria Group position peaked at $30K in Q3 2025.
2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.