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Goldstone Financial Group’s Altria Group MO Stock Holding History

Goldstone 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 		$618K Sell
8,594
-458
-5% -$32K 0.06% 166
2026
Q1 		$597K Sell
9,052
-2,443
-21% -$157K 0.06% 157
2025
Q4 		$663K Buy
11,495
+750
+7% +$45.3K 0.07% 146
2025
Q3 		$710K Buy
10,745
+560
+5% +$35.5K 0.08% 140
2025
Q2 		$608K Buy
10,185
+1,645
+19% +$96.6K 0.08% 142
2025
Q1 		$513K Buy
8,540
+2,324
+37% +$127K 0.08% 132
2024
Q4 		$325K Buy
+6,216
New +$331K 0.05% 159

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

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

Goldstone Financial Group reduced its Altria Group (MO) stake by 5.1% in Q2 2026, selling an estimated $32K and leaving 8,594 shares worth $618K. The position accounts for 0.06% of the portfolio, ranked #166.

Goldstone Financial Group first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $710K in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Goldstone Financial Group held 8,594 shares of Altria Group worth $618K as of Q2 2026.
  • Goldstone Financial Group sold 458 Altria Group shares in Q2 2026, an estimated $32K.
  • Altria Group made up 0.06% of Goldstone Financial Group's portfolio in Q2 2026, its #166 holding.
  • Goldstone Financial Group first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Goldstone Financial Group's Altria Group position peaked at $710K in Q3 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.