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Larson Financial Group’s Altria Group MO Stock Holding History

Larson 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
Q1 		$3.15M Buy
47,723
+6,285
+15% +$404K 0.1% 176
2025
Q4 		$2.39M Buy
41,438
+1,772
+4% +$107K 0.08% 205
2025
Q3 		$2.62M Sell
39,666
-12,148
-23% -$770K 0.09% 191
2025
Q2 		$3.04M Buy
51,814
+23,473
+83% +$1.38M 0.12% 161
2025
Q1 		$1.7M Buy
28,341
+6,259
+28% +$342K 0.08% 210
2024
Q4 		$1.15M Buy
22,082
+2,437
+12% +$130K 0.06% 222
2024
Q3 		$1M Buy
19,645
+10,509
+115% +$531K 0.06% 230
2024
Q2 		$416K Buy
9,136
+4,444
+95% +$197K 0.03% 305
2024
Q1 		$205K Buy
4,692
+2,136
+84% +$88.6K 0.02% 400
2023
Q4 		$103K Sell
2,556
-17
-0.7% -$703 0.01% 477
2023
Q3 		$108K Sell
2,573
-798
-24% -$35.3K 0.01% 441
2023
Q2 		$153K Buy
3,371
+640
+23% +$29K 0.02% 360
2023
Q1 		$122K Buy
2,731
+1
+0% +$46 0.01% 405
2022
Q4 		$125K Buy
2,730
+12
+0.4% +$544 0.01% 376
2022
Q3 		$110K Buy
2,718
+1,039
+62% +$45.3K 0.02% 349
2022
Q2 		$70K Buy
1,679
+501
+43% +$25.9K 0.01% 304
2022
Q1 		$62K Buy
1,178
+121
+11% +$6.16K 0.01% 347
2021
Q4 		$50K Sell
1,057
-10,777
-91% -$494K 0.01% 384
2021
Q3 		$539K Buy
11,834
+11,212
+1,803% +$541K 0.11% 79
2021
Q2 		$30K Buy
622
+402
+183% +$19.8K 0.01% 369
2021
Q1 		$11K Hold
220
– – ﹤0.01% 522
2020
Q4 		$9K Buy
220
+6
+3% +$241 ﹤0.01% 510
2020
Q3 		$8K Sell
214
-522
-71% -$21.7K ﹤0.01% 472
2020
Q2 		$29K Buy
736
+522
+244% +$20.4K 0.01% 246
2020
Q1 		$8K Hold
214
– – 0.01% 315
2019
Q4 		$11K Sell
214
-231
-52% -$10.9K 0.01% 288
2019
Q3 		$18K Buy
445
+231
+108% +$10.6K 0.01% 233
2019
Q2 		$10K Hold
214
– – 0.01% 250
2019
Q1 		$12K Hold
214
– – 0.01% 220
2018
Q4 		$11K Buy
+214
New +$12.4K 0.01% 212

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Larson Financial Group's MO Position: Q1 2026 in Review

Larson Financial Group increased its Altria Group (MO) stake by 15% in Q1 2026, buying an estimated $404K and bringing the position to 47,723 shares worth $3.15M. The position accounts for 0.1% of the portfolio, ranked #176.

Larson Financial Group first reported a position in MO in Q4 2018 and has held it in 30 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Larson Financial Group held 47,723 shares of Altria Group worth $3.15M as of Q1 2026.
  • Larson Financial Group bought 6,285 Altria Group shares in Q1 2026, an estimated $404K.
  • Altria Group made up 0.1% of Larson Financial Group's portfolio in Q1 2026, its #176 holding.
  • Larson Financial Group first reported a position in Altria Group in Q4 2018 and has held it in 30 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.