Financially Speaking’s Altria Group MO Stock Holding History

Financially Speaking’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	$188K	Hold	2,850	–	–	0.91%	12
2026 Q1	$188K	Hold	2,850	–	–	0.91%	12
2025 Q4	$164K	Hold	2,850	–	–	0.11%	32
2025 Q3	$188K	Hold	2,850	–	–	0.12%	35
2025 Q2	$167K	Buy	+2,850	New	+$167K	0.11%	24
2025 Q1	–	Sell	-2,850	Closed	-$149K	–	124
2024 Q4	$149K	Buy	+2,850	New	+$152K	0.1%	29

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Financially Speaking's MO Position: Q2 2026 in Review

Financially Speaking held its Altria Group (MO) position steady in Q2 2026 at 2,850 shares worth $188K. The position accounts for 0.91% of the portfolio, ranked #12.

Financially Speaking first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $188K in Q3 2025. 919 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Financially Speaking held 2,850 shares of Altria Group worth $188K as of Q2 2026.
Financially Speaking left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.91% of Financially Speaking's portfolio in Q2 2026, its #12 holding.
Financially Speaking first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
Financially Speaking's Altria Group position peaked at $188K in Q3 2025.
919 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.