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LifeSteps Financial’s Altria Group MO Stock Holding History

LifeSteps Financial’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 		$52.5K Buy
+730
New +$51K 0.02% 209
2024
Q2 		– Sell
-225
Closed -$9.81K – 280
2024
Q1 		$9.81K Buy
+225
New +$9.33K 0.01% 297

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

LifeSteps Financial's MO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Altria Group (MO) in Q2 2026: 730 shares worth $52.5K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MO as recently as Q1 2024.

LifeSteps Financial first reported a position in MO in Q1 2024 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • LifeSteps Financial held 730 shares of Altria Group worth $52.5K as of Q2 2026.
  • Altria Group was a new LifeSteps Financial position in Q2 2026.
  • Altria Group made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #209 holding.
  • LifeSteps Financial first reported a position in Altria Group in Q1 2024 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.