Marshall Financial Group (Maryland)’s Altria Group MO Stock Holding History

Marshall Financial Group (Maryland)’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	$500K	Hold	7,582	–	–	0.08%	202
2025 Q4	$437K	Hold	7,582	–	–	0.08%	212
2025 Q3	$501K	Hold	7,582	–	–	0.1%	186
2025 Q2	$457K	Sell	7,582 -63	-0.8%	-$3.7K	0.09%	187
2025 Q1	$459K	Sell	7,645 -84	-1%	-$4.59K	0.1%	168
2024 Q4	$404K	Sell	7,729 -105	-1%	-$5.59K	0.1%	158
2024 Q3	$400K	Sell	7,834 -50	-0.6%	-$2.53K	0.1%	162
2024 Q2	$359K	Buy	+7,884	New	+$350K	0.1%	140
2022 Q2	–	Sell	-5,395	Closed	-$282K	–	205
2022 Q1	$282K	Buy	+5,395	New	+$275K	0.12%	176

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return