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Mattson Financial Services’s Altria Group MO Stock Holding History

Mattson Financial Services’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 		$1.3M Buy
17,786
+219
+1% +$15.3K 0.27% 102
2026
Q1 		$1.16M Buy
17,567
+228
+1% +$14.7K 0.28% 103
2025
Q4 		$1,000K Sell
17,339
-604
-3% -$36.5K 0.23% 116
2025
Q3 		$1.19M Buy
+17,943
New +$1.14M 0.28% 97
2025
Q2 		– Sell
-415
Closed -$24.9K – 285
2025
Q1 		$24.9K Buy
+415
New +$22.7K 0.01% 218

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

Mattson Financial Services's MO Position: Q2 2026 in Review

Mattson Financial Services increased its Altria Group (MO) stake by 1.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 17,786 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #102.

Mattson Financial Services first reported a position in MO in Q1 2025 and has held it in 5 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Mattson Financial Services held 17,786 shares of Altria Group worth $1.3M as of Q2 2026.
  • Mattson Financial Services bought 219 Altria Group shares in Q2 2026, an estimated $15.3K.
  • Altria Group made up 0.27% of Mattson Financial Services's portfolio in Q2 2026, its #102 holding.
  • Mattson Financial Services first reported a position in Altria Group in Q1 2025 and has held it in 5 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.