FP
MO icon

Financial Perspectives’s Altria Group MO Stock Holding History

Financial Perspectives’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 		$17.5K Buy
243
+1
+0.4% +$70 ﹤0.01% 471
2026
Q1 		$16K Buy
242
+2
+0.8% +$129 ﹤0.01% 479
2025
Q4 		$13.8K Sell
240
-7,885
-97% -$476K ﹤0.01% 488
2025
Q3 		$537K Buy
8,125
+54
+0.7% +$3.42K 0.15% 85
2025
Q2 		$473K Buy
8,071
+2
+0% +$117 0.14% 91
2025
Q1 		$484K Sell
8,069
-164
-2% -$8.95K 0.17% 81
2024
Q4 		$431K Buy
8,233
+2
+0% +$107 0.14% 89
2024
Q3 		$420K Buy
8,231
+2
+0% +$101 0.15% 90
2024
Q2 		$375K Buy
8,229
+78
+1% +$3.46K 0.14% 90
2024
Q1 		$356K Buy
8,151
+3
+0% +$124 0.13% 92
2023
Q4 		$329K Buy
8,148
+2
+0% +$83 0.13% 95
2023
Q3 		$343K Buy
8,146
+2
+0% +$88 0.16% 78
2023
Q2 		$369K Buy
8,144
+1
+0% +$45 0.16% 82
2023
Q1 		$363K Buy
8,143
+2
+0% +$92 0.17% 78
2022
Q4 		$372K Buy
8,141
+2
+0% +$91 0.19% 73
2022
Q3 		$329K Buy
8,139
+2
+0% +$87 0.18% 78
2022
Q2 		$340K Buy
8,137
+1
+0% +$52 0.19% 73
2022
Q1 		$425K Buy
8,136
+2
+0% +$102 0.2% 72
2021
Q4 		$385K Buy
8,134
+1
+0% +$46 0.18% 72
2021
Q3 		$370K Buy
8,133
+2
+0% +$97 0.19% 76
2021
Q2 		$388K Sell
8,131
-407,795
-98% -$20M 0.19% 80
2021
Q1 		$8.13M Buy
415,926
+407,798
+5,017% +$18.3M 0.4% 40
2020
Q4 		$333K Buy
8,128
+1
+0% +$40 0.19% 79
2020
Q3 		$314K Buy
8,127
+2
+0% +$83 0.21% 70
2020
Q2 		$319K Buy
8,125
+1
+0% +$39 0.23% 65
2020
Q1 		$314K Buy
8,124
+1
+0% +$44 0.25% 53
2019
Q4 		$405K Buy
+8,123
New +$383K 0.28% 47

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 Perspectives's MO Position: Q2 2026 in Review

Financial Perspectives increased its Altria Group (MO) stake by 0.41% in Q2 2026, buying an estimated $70 and bringing the position to 243 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Financial Perspectives first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.13M in Q1 2021. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Financial Perspectives held 243 shares of Altria Group worth $17.5K as of Q2 2026.
  • Financial Perspectives bought 1 Altria Group share in Q2 2026, an estimated $70.
  • Altria Group made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #471 holding.
  • Financial Perspectives first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Altria Group position peaked at $8.13M in Q1 2021.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.