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Frisch Financial Group’s Altria Group MO Stock Holding History

Frisch Financial Group’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 		$629K Sell
8,621
-133
-2% -$9.28K 0.11% 99
2026
Q1 		$586K Buy
8,754
+1,384
+19% +$89K 0.12% 93
2025
Q4 		$433K Buy
7,370
+2,677
+57% +$162K 0.1% 100
2025
Q3 		$315K Buy
4,693
+77
+2% +$4.88K 0.07% 112
2025
Q2 		$275K Sell
4,616
-191
-4% -$11.2K 0.07% 115
2025
Q1 		$293K Buy
4,807
+366
+8% +$20K 0.08% 98
2024
Q4 		$232K Sell
4,441
-112
-2% -$5.97K 0.07% 115
2024
Q3 		$237K Sell
4,553
-462
-9% -$23.4K 0.07% 117
2024
Q2 		$228K Sell
5,015
-1,125
-18% -$49.9K 0.07% 121
2024
Q1 		$268K Sell
6,140
-154
-2% -$6.38K 0.09% 101
2023
Q4 		$254K Sell
6,294
-2,597
-29% -$107K 0.1% 102
2023
Q3 		$374K Sell
8,891
-1,500
-14% -$66.3K 0.15% 76
2023
Q2 		$471K Buy
10,391
+687
+7% +$31.1K 0.23% 65
2023
Q1 		$433K Buy
9,704
+1,781
+22% +$81.9K 0.17% 73
2022
Q4 		$362K Buy
7,923
+136
+2% +$6.16K 0.14% 88
2022
Q3 		$314K Buy
7,787
+570
+8% +$24.9K 0.13% 84
2022
Q2 		$301K Sell
7,217
-998
-12% -$51.7K 0.12% 88
2022
Q1 		$429K Buy
8,215
+909
+12% +$46.3K 0.14% 86
2021
Q4 		$346K Buy
7,306
+36
+0.5% +$1.65K 0.11% 110
2021
Q3 		$331K Buy
7,270
+210
+3% +$10.1K 0.11% 103
2021
Q2 		$337K Buy
7,060
+52
+0.7% +$2.56K 0.11% 106
2021
Q1 		$359K Buy
7,008
+137
+2% +$6.14K 0.12% 96
2020
Q4 		$282K Buy
6,871
+137
+2% +$5.5K 0.1% 98
2020
Q3 		$260K Buy
6,734
+134
+2% +$5.58K 0.11% 85
2020
Q2 		$259K Buy
6,600
+81
+1% +$3.16K 0.12% 79
2020
Q1 		$252K Buy
6,519
+53
+0.8% +$2.35K 0.15% 82
2019
Q4 		$323K Buy
+6,466
New +$305K 0.15% 80

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

Frisch Financial Group's MO Position: Q2 2026 in Review

Frisch Financial Group reduced its Altria Group (MO) stake by 1.5% in Q2 2026, selling an estimated $9.28K and leaving 8,621 shares worth $629K. The position accounts for 0.11% of the portfolio, ranked #99.

Frisch Financial Group first reported a position in MO in Q4 2019 and has held it in 27 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Frisch Financial Group held 8,621 shares of Altria Group worth $629K as of Q2 2026.
  • Frisch Financial Group sold 133 Altria Group shares in Q2 2026, an estimated $9.28K.
  • Altria Group made up 0.11% of Frisch Financial Group's portfolio in Q2 2026, its #99 holding.
  • Frisch Financial Group first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.