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Founders Financial Securities’s Altria Group MO Stock Holding History

Founders Financial Securities’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 		$846K Buy
11,759
+234
+2% +$16.3K 0.04% 321
2026
Q1 		$777K Buy
11,525
+1,263
+12% +$81.3K 0.04% 317
2025
Q4 		$592K Buy
10,262
+891
+10% +$53.8K 0.03% 358
2025
Q3 		$619K Buy
9,371
+616
+7% +$39K 0.04% 317
2025
Q2 		$513K Buy
8,755
+4,145
+90% +$243K 0.04% 342
2025
Q1 		$268K Buy
+4,610
New +$252K 0.02% 405
2024
Q3 		– Sell
-4,761
Closed -$217K – 457
2024
Q2 		$217K Buy
+4,761
New +$211K 0.02% 394

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 Securities's MO Position: Q2 2026 in Review

Founders Financial Securities increased its Altria Group (MO) stake by 2% in Q2 2026, buying an estimated $16.3K and bringing the position to 11,759 shares worth $846K. The position accounts for 0.04% of the portfolio, ranked #321.

Founders Financial Securities first reported a position in MO in Q2 2024 and has held it in 7 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Founders Financial Securities held 11,759 shares of Altria Group worth $846K as of Q2 2026.
  • Founders Financial Securities bought 234 Altria Group shares in Q2 2026, an estimated $16.3K.
  • Altria Group made up 0.04% of Founders Financial Securities's portfolio in Q2 2026, its #321 holding.
  • Founders Financial Securities first reported a position in Altria Group in Q2 2024 and has held it in 7 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.