MFG
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Magnus Financial Group’s Altria Group MO Stock Holding History

Magnus 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 		$425K Buy
5,911
+21
+0.4% +$1.47K 0.03% 267
2026
Q1 		$389K Sell
5,890
-109
-2% -$7.01K 0.03% 259
2025
Q4 		$346K Sell
5,999
-67
-1% -$4.05K 0.03% 311
2025
Q3 		$401K Buy
6,066
+88
+1% +$5.58K 0.03% 281
2025
Q2 		$350K Sell
5,978
-1,502
-20% -$88.2K 0.03% 281
2025
Q1 		$449K Buy
+7,480
New +$408K 0.04% 237
2023
Q4 		– Sell
-4,868
Closed -$205K – 294
2023
Q3 		$205K Sell
4,868
-303
-6% -$13.4K 0.03% 252
2023
Q2 		$234K Sell
5,171
-27
-0.5% -$1.22K 0.03% 238
2023
Q1 		$232K Sell
5,198
-74
-1% -$3.4K 0.04% 246
2022
Q4 		$241K Buy
5,272
+49
+0.9% +$2.22K 0.04% 229
2022
Q3 		$211K Sell
5,223
-76
-1% -$3.31K 0.04% 230
2022
Q2 		$221K Buy
5,299
+1,150
+28% +$59.5K 0.04% 249
2022
Q1 		$217K Buy
+4,149
New +$211K 0.04% 262
2021
Q1 		– Sell
-6,505
Closed -$267K – 315
2020
Q4 		$267K Sell
6,505
-1,500
-19% -$60.2K 0.03% 236
2020
Q3 		$309K Buy
8,005
+15
+0.2% +$624 0.04% 189
2020
Q2 		$314K Buy
7,990
+1,816
+29% +$70.8K 0.03% 329
2020
Q1 		$239K Sell
6,174
-2,276
-27% -$101K 0.03% 378
2019
Q4 		$422K Buy
8,450
+3,350
+66% +$158K 0.06% 179
2019
Q3 		$209K Sell
5,100
-1,310
-20% -$60.3K 0.04% 431
2019
Q2 		$304K Sell
6,410
-60
-0.9% -$3.14K 0.06% 248
2019
Q1 		$372K Buy
6,470
+627
+11% +$32K 0.08% 160
2018
Q4 		$289K Buy
+5,843
New +$339K 0.08% 195

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

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

Magnus Financial Group increased its Altria Group (MO) stake by 0.36% in Q2 2026, buying an estimated $1.47K and bringing the position to 5,911 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #267.

Magnus Financial Group first reported a position in MO in Q4 2018 and has held it in 22 quarters since. The position peaked at $449K in Q1 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Magnus Financial Group held 5,911 shares of Altria Group worth $425K as of Q2 2026.
  • Magnus Financial Group bought 21 Altria Group shares in Q2 2026, an estimated $1.47K.
  • Altria Group made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #267 holding.
  • Magnus Financial Group first reported a position in Altria Group in Q4 2018 and has held it in 22 quarters since.
  • Magnus Financial Group's Altria Group position peaked at $449K in Q1 2025.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.