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Founders Financial Alliance’s Altria Group MO Stock Holding History

Founders Financial Alliance’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 		$4.8M Sell
66,684
-5,767
-8% -$403K 0.64% 40
2026
Q1 		$4.78M Buy
72,451
+1,257
+2% +$80.9K 0.86% 27
2025
Q4 		$4.11M Buy
71,194
+1,301
+2% +$78.6K 0.77% 29
2025
Q3 		$4.62M Buy
69,893
+882
+1% +$55.9K 0.87% 24
2025
Q2 		$4.05M Buy
69,011
+506
+0.7% +$29.7K 0.92% 22
2025
Q1 		$4.11M Buy
68,505
+1,788
+3% +$97.6K 1% 20
2024
Q4 		$3.49M Buy
66,717
+599
+0.9% +$31.9K 0.96% 20
2024
Q3 		$3.37M Buy
66,118
+4,114
+7% +$208K 0.94% 21
2024
Q2 		$2.82M Buy
62,004
+1,087
+2% +$48.2K 0.84% 23
2024
Q1 		$2.66M Buy
60,917
+6,071
+11% +$252K 0.8% 28
2023
Q4 		$2.21M Buy
54,846
+2,051
+4% +$84.8K 0.86% 25
2023
Q3 		$2.22M Buy
52,795
+2,463
+5% +$109K 0.97% 24
2023
Q2 		$2.28M Buy
50,332
+1,228
+3% +$55.6K 0.9% 24
2023
Q1 		$2.26M Buy
49,104
+1,883
+4% +$86.6K 1.13% 19
2022
Q4 		$2.16M Sell
47,221
-90
-0.2% -$4.08K 0.99% 22
2022
Q3 		$1.91M Buy
47,311
+41,996
+790% +$1.83M 0.97% 20
2022
Q2 		$222K Sell
5,315
-39,617
-88% -$2.05M 0.11% 195
2022
Q1 		$2.35M Sell
44,932
-532
-1% -$27.1K 1.04% 16
2021
Q4 		$2.15M Buy
45,464
+790
+2% +$36.2K 0.87% 20
2021
Q3 		$2.03M Buy
44,674
+1,347
+3% +$65.1K 0.95% 18
2021
Q2 		$2.07M Buy
43,327
+2,541
+6% +$125K 0.94% 17
2021
Q1 		$2.08M Buy
40,786
+1,427
+4% +$63.9K 1.02% 16
2020
Q4 		$1.61M Sell
39,359
-4,298
-10% -$173K 0.91% 23
2020
Q3 		$1.69M Buy
+43,657
New +$1.82M 1.01% 18

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

Founders Financial Alliance's MO Position: Q2 2026 in Review

Founders Financial Alliance reduced its Altria Group (MO) stake by 8% in Q2 2026, selling an estimated $403K and leaving 66,684 shares worth $4.8M. The position accounts for 0.64% of the portfolio, ranked #40.

Founders Financial Alliance first reported a position in MO in Q3 2020 and has held it in 24 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Founders Financial Alliance held 66,684 shares of Altria Group worth $4.8M as of Q2 2026.
  • Founders Financial Alliance sold 5,767 Altria Group shares in Q2 2026, an estimated $403K.
  • Altria Group made up 0.64% of Founders Financial Alliance's portfolio in Q2 2026, its #40 holding.
  • Founders Financial Alliance first reported a position in Altria Group in Q3 2020 and has held it in 24 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.