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Independent Financial Group’s Altria Group MO Stock Holding History

Independent 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 		$3.43M Sell
47,637
-3,629
-7% -$253K 0.06% 315
2026
Q1 		$3.38M Buy
51,266
+2,430
+5% +$156K 0.08% 266
2025
Q4 		$2.82M Buy
48,836
+8,558
+21% +$517K 0.06% 300
2025
Q3 		$2.66M Sell
40,278
-2,584
-6% -$164K 0.06% 301
2025
Q2 		$2.51M Buy
42,862
+5,112
+14% +$300K 0.07% 281
2025
Q1 		$2.27M Buy
37,750
+873
+2% +$47.7K 0.08% 251
2024
Q4 		$1.93M Sell
36,877
-9,376
-20% -$499K 0.06% 305
2024
Q3 		$2.36M Sell
46,253
-5,808
-11% -$294K 0.09% 237
2024
Q2 		$2.37M Buy
52,061
+4,803
+10% +$213K 0.1% 202
2024
Q1 		$2.06M Buy
47,258
+2,155
+5% +$89.4K 0.09% 214
2023
Q4 		$1.82M Buy
45,103
+829
+2% +$34.3K 0.1% 224
2023
Q3 		$1.86M Buy
44,274
+2,940
+7% +$130K 0.12% 196
2023
Q2 		$1.87M Buy
41,334
+1,802
+5% +$81.6K 0.13% 175
2023
Q1 		$1.76M Buy
39,532
+1,714
+5% +$78.8K 0.14% 163
2022
Q4 		$1.73M Sell
37,818
-17,923
-32% -$812K 0.15% 142
2022
Q3 		$2.25M Buy
55,741
+27,806
+100% +$1.21M 0.2% 97
2022
Q2 		$1.17M Sell
27,935
-1,011
-3% -$52.3K 0.12% 192
2022
Q1 		$1.51M Buy
28,946
+1,354
+5% +$69K 0.12% 169
2021
Q4 		$1.31M Buy
27,592
+1,981
+8% +$90.8K 0.11% 195
2021
Q3 		$1.17M Buy
25,611
+834
+3% +$40.3K 0.12% 181
2021
Q2 		$1.18M Buy
24,777
+1,640
+7% +$80.6K 0.13% 181
2021
Q1 		$1.18M Sell
23,137
-7,542
-25% -$338K 0.15% 164
2020
Q4 		$1.26M Buy
30,679
+403
+1% +$16.2K 0.19% 139
2020
Q3 		$1.17M Buy
30,276
+443
+1% +$18.4K 0.22% 111
2020
Q2 		$1.17M Sell
29,833
-4,605
-13% -$180K 0.26% 94
2020
Q1 		$1.33M Buy
+34,438
New +$1.53M 0.39% 61

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

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

Independent Financial Group reduced its Altria Group (MO) stake by 7.1% in Q2 2026, selling an estimated $253K and leaving 47,637 shares worth $3.43M. The position accounts for 0.06% of the portfolio, ranked #315.

Independent Financial Group first reported a position in MO in Q1 2020 and has held it in 26 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Independent Financial Group held 47,637 shares of Altria Group worth $3.43M as of Q2 2026.
  • Independent Financial Group sold 3,629 Altria Group shares in Q2 2026, an estimated $253K.
  • Altria Group made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #315 holding.
  • Independent Financial Group first reported a position in Altria Group in Q1 2020 and has held it in 26 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.