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Legacy Financial Group (Oklahoma)’s Altria Group MO Stock Holding History

Legacy Financial Group (Oklahoma)’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
2025
Q2 		– Sell
-3,584
Closed -$215K – 92
2025
Q1 		$215K Buy
+3,584
New +$196K 0.07% 76
2024
Q4 		– Sell
-3,683
Closed -$201K – 87
2024
Q3 		$201K Buy
+3,683
New +$186K 0.07% 79
2023
Q4 		– Sell
-5,036
Closed -$212K – 72
2023
Q3 		$212K Sell
5,036
-12
-0.2% -$530 0.1% 67
2023
Q2 		$229K Buy
+5,048
New +$229K 0.11% 64

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s MO Position: Q2 2025 in Review

Legacy Financial Group (Oklahoma) sold out of Altria Group (MO) in Q2 2025, closing a stake of 3,584 shares — an estimated $215K sold.

Legacy Financial Group (Oklahoma) first reported a position in MO in Q2 2023 and held it in 4 quarters. The position peaked at $229K in Q2 2023. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Legacy Financial Group (Oklahoma) reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Group (Oklahoma) sold 3,584 Altria Group shares in Q2 2025, an estimated $215K.
  • Legacy Financial Group (Oklahoma) first reported a position in Altria Group in Q2 2023 and held it in 4 quarters.
  • Legacy Financial Group (Oklahoma)'s Altria Group position peaked at $229K in Q2 2023.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2025, filed 12 Aug 2025.