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
2026 Q2	$212K	Buy	+2,952	New	+$206K	0.05%	101
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s MO Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) opened a new position in Altria Group (MO) in Q2 2026: 2,952 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings. This is a return to the name: Legacy Financial Group (Oklahoma) previously reported a position in MO as recently as Q1 2025.

Legacy Financial Group (Oklahoma) first reported a position in MO in Q2 2023 and has held it in 5 quarters since. The position peaked at $229K in Q2 2023. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Legacy Financial Group (Oklahoma) held 2,952 shares of Altria Group worth $212K as of Q2 2026.
Altria Group was a new Legacy Financial Group (Oklahoma) position in Q2 2026.
Altria Group made up 0.05% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #101 holding.
Legacy Financial Group (Oklahoma) first reported a position in Altria Group in Q2 2023 and has held it in 5 quarters since.
Legacy Financial Group (Oklahoma)'s Altria Group position peaked at $229K in Q2 2023.
2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.