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 Q2	$544K	Sell	7,557 -25	-0.3%	-$1.75K	0.08%	206
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Marshall Financial Group (Maryland)'s MO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Altria Group (MO) stake by 0.33% in Q2 2026, selling an estimated $1.75K and leaving 7,557 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #206.

Marshall Financial Group (Maryland) first reported a position in MO in Q1 2022 and has held it in 10 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Marshall Financial Group (Maryland) held 7,557 shares of Altria Group worth $544K as of Q2 2026.
Marshall Financial Group (Maryland) sold 25 Altria Group shares in Q2 2026, an estimated $1.75K.
Altria Group made up 0.08% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #206 holding.
Marshall Financial Group (Maryland) first reported a position in Altria Group in Q1 2022 and has held it in 10 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.