Mechanics Financial Corp’s Altria Group MO Stock Holding History

Mechanics Financial Corp’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	$389K	Buy	5,413 +495	+10%	+$34.5K	0.14%	94
2026 Q1	$325K	Hold	4,918	–	–	0.14%	97
2025 Q4	$284K	Hold	4,918	–	–	0.1%	98
2025 Q3	$325K	Hold	4,918	–	–	0.12%	92
2025 Q2	$288K	Buy	4,918 +130	+3%	+$7.63K	0.12%	97
2025 Q1	$287K	Buy	4,788 +398	+9%	+$21.7K	0.13%	94
2024 Q4	$230K	Sell	4,390 -100	-2%	-$5.33K	0.1%	103
2024 Q3	$229K	Hold	4,490	–	–	0.1%	108
2024 Q2	$205K	Sell	4,490 -425	-9%	-$18.9K	0.11%	113
2024 Q1	$214K	Hold	4,915	–	–	0.11%	109
2023 Q4	$198K	Sell	4,915 -1,878	-28%	-$77.7K	0.11%	108
2023 Q3	$286K	Hold	6,793	–	–	0.16%	86
2023 Q2	$308K	Buy	6,793 +2,128	+46%	+$96.4K	0.17%	86
2023 Q1	$208K	Hold	4,665	–	–	0.12%	108
2022 Q4	$213K	Hold	4,665	–	–	0.13%	105
2022 Q3	$188K	Sell	4,665 -50	-1%	-$2.18K	0.12%	108
2022 Q2	$197K	Hold	4,715	–	–	0.12%	108
2022 Q1	$246K	Sell	4,715 -650	-12%	-$33.1K	0.13%	105
2021 Q4	$254K	Buy	+5,365	New	+$246K	0.12%	104

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

Mechanics Financial Corp's MO Position: Q2 2026 in Review

Mechanics Financial Corp increased its Altria Group (MO) stake by 10% in Q2 2026, buying an estimated $34.5K and bringing the position to 5,413 shares worth $389K. The position accounts for 0.14% of the portfolio, ranked #94.

Mechanics Financial Corp first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Mechanics Financial Corp held 5,413 shares of Altria Group worth $389K as of Q2 2026.
Mechanics Financial Corp bought 495 Altria Group shares in Q2 2026, an estimated $34.5K.
Altria Group made up 0.14% of Mechanics Financial Corp's portfolio in Q2 2026, its #94 holding.
Mechanics Financial Corp first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.