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Financial Management Professionals’s Altria Group MO Stock Holding History

Financial Management Professionals’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 		$106K Buy
1,457
+200
+16% +$14K 0.01% 218
2026
Q1 		$84.3K Hold
1,257
– – 0.01% 210
2025
Q4 		$73.8K Buy
1,257
+538
+75% +$32.5K 0.01% 225
2025
Q3 		$48.3K Sell
719
-6
-0.8% -$380 0.01% 258
2025
Q2 		$43.2K Buy
725
+50
+7% +$2.94K ﹤0.01% 271
2025
Q1 		$40.5K Buy
675
+103
+18% +$5.62K 0.01% 290
2024
Q4 		$29.9K Buy
572
+38
+7% +$2.02K ﹤0.01% 340
2024
Q3 		$27K Sell
534
-18
-3% -$910 ﹤0.01% 368
2024
Q2 		$25K Sell
552
-2,959
-84% -$131K ﹤0.01% 348
2024
Q1 		$153K Sell
3,511
-3,000
-46% -$124K 0.02% 164
2023
Q4 		$263K Sell
6,511
-169
-3% -$6.99K 0.04% 116
2023
Q3 		$281K Buy
6,680
+36
+0.5% +$1.59K 0.05% 95
2023
Q2 		$301K Buy
6,644
+160
+2% +$7.25K 0.05% 95
2023
Q1 		$289K Buy
6,484
+9
+0.1% +$414 0.06% 96
2022
Q4 		$296K Hold
6,475
– – 0.06% 89
2022
Q3 		$261K Buy
6,475
+238
+4% +$10.4K 0.06% 81
2022
Q2 		$261K Sell
6,237
-236
-4% -$12.2K 0.06% 83
2022
Q1 		$338K Buy
6,473
+241
+4% +$12.3K 0.07% 74
2021
Q4 		$295K Buy
6,232
+12
+0.2% +$550 0.06% 75
2021
Q3 		$283K Buy
6,220
+30
+0.5% +$1.45K 0.07% 66
2021
Q2 		$295K Sell
6,190
-98
-2% -$4.82K 0.08% 65
2021
Q1 		$322K Buy
6,288
+98
+2% +$4.39K 0.09% 57
2020
Q4 		$254K Hold
6,190
– – 0.07% 59
2020
Q3 		$239K Hold
6,190
– – 0.09% 55
2020
Q2 		$243K Hold
6,190
– – 0.08% 50
2020
Q1 		$239K Hold
6,190
– – 0.1% 40
2019
Q4 		$309K Hold
6,190
– – 0.1% 40
2019
Q3 		$253K Hold
6,190
– – 0.09% 44
2019
Q2 		$293K Hold
6,190
– – 0.11% 35
2019
Q1 		$355K Sell
6,190
-250
-4% -$12.8K 0.14% 33
2018
Q4 		$318K Hold
6,440
– – 0.2% 29
2018
Q3 		$388K Hold
6,440
– – 0.15% 32
2018
Q2 		$366K Buy
6,440
+3,000
+87% +$173K 0.15% 33
2018
Q1 		$214K Sell
3,440
-200
-5% -$13.2K 0.11% 39
2017
Q4 		$259K Hold
3,640
– – 0.11% 33
2017
Q3 		$230K Hold
3,640
– – 0.1% 37
2017
Q2 		$271K Hold
3,640
– – 0.12% 34
2017
Q1 		$259K Sell
3,640
-443
-11% -$32.1K 0.13% 34
2016
Q4 		$276K Buy
4,083
+193
+5% +$12.4K 0.14% 34
2016
Q3 		$245K Buy
3,890
+70
+2% +$4.65K 0.13% 34
2016
Q2 		$262K Buy
3,820
+430
+13% +$27.5K 0.14% 35
2016
Q1 		$212K Sell
3,390
-425
-11% -$25.7K 0.11% 38
2015
Q4 		$222K Buy
3,815
+390
+11% +$22.6K 0.11% 39
2015
Q3 		$186K Buy
3,425
+35
+1% +$1.88K 0.13% 39
2015
Q2 		$165K Hold
3,390
– – 0.08% 43
2015
Q1 		$170K Hold
3,390
– – 0.08% 41
2014
Q4 		$167K Hold
3,390
– – 0.09% 44
2014
Q3 		$155K Sell
3,390
-500
-13% -$21.4K 0.11% 40
2014
Q2 		$163K Hold
3,890
– – 0.11% 42
2014
Q1 		$146K Buy
3,890
+500
+15% +$18.2K 0.1% 45
2013
Q4 		$130K Sell
3,390
-1,500
-31% -$55.4K 0.09% 43
2013
Q3 		$168K Buy
4,890
+500
+11% +$17.6K 0.1% 36
2013
Q2 		$154K Buy
+4,390
New +$158K 0.11% 38

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

Financial Management Professionals's MO Position: Q2 2026 in Review

Financial Management Professionals increased its Altria Group (MO) stake by 16% in Q2 2026, buying an estimated $14K and bringing the position to 1,457 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #218.

Financial Management Professionals first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $388K in Q3 2018. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Financial Management Professionals held 1,457 shares of Altria Group worth $106K as of Q2 2026.
  • Financial Management Professionals bought 200 Altria Group shares in Q2 2026, an estimated $14K.
  • Altria Group made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #218 holding.
  • Financial Management Professionals first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
  • Financial Management Professionals's Altria Group position peaked at $388K in Q3 2018.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.