MFG
MO icon

Merit Financial Group’s Altria Group MO Stock Holding History

Merit 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 		$25.1M Buy
348,320
+12,664
+4% +$884K 0.15% 118
2026
Q1 		$22.1M Buy
335,656
+154,451
+85% +$9.94M 0.16% 109
2025
Q4 		$10.4M Buy
181,205
+39,476
+28% +$2.38M 0.08% 197
2025
Q3 		$9.36M Buy
141,729
+11,830
+9% +$749K 0.09% 180
2025
Q2 		$7.62M Buy
129,899
+26,920
+26% +$1.58M 0.08% 183
2025
Q1 		$6.18M Buy
102,979
+22,782
+28% +$1.24M 0.09% 177
2024
Q4 		$4.19M Buy
80,197
+6,114
+8% +$326K 0.08% 215
2024
Q3 		$3.78M Sell
74,083
-11,036
-13% -$558K 0.08% 185
2024
Q2 		$3.88M Sell
85,119
-248
-0.3% -$11K 0.09% 177
2024
Q1 		$3.72M Buy
85,367
+13,353
+19% +$554K 0.09% 172
2023
Q4 		$2.91M Sell
72,014
-7,416
-9% -$307K 0.09% 154
2023
Q3 		$3.34M Sell
79,430
-6,099
-7% -$269K 0.11% 145
2023
Q2 		$3.87M Buy
85,529
+10,993
+15% +$498K 0.13% 122
2023
Q1 		$3.33M Sell
74,536
-9,197
-11% -$423K 0.12% 127
2022
Q4 		$3.83M Buy
83,733
+5,658
+7% +$256K 0.14% 110
2022
Q3 		$3.15M Sell
78,075
-2,972
-4% -$130K 0.14% 109
2022
Q2 		$3.38M Buy
81,047
+21,828
+37% +$1.13M 0.1% 126
2022
Q1 		$3.09M Buy
59,219
+578
+1% +$29.4K 0.19% 84
2021
Q4 		$2.78M Buy
58,641
+23
+0% +$1.05K 0.27% 46
2021
Q3 		$2.67M Sell
58,618
-1,427
-2% -$68.9K 0.28% 42
2021
Q2 		$2.86M Buy
60,045
+302
+0.5% +$14.8K 0.27% 41
2021
Q1 		$3.06M Buy
59,743
+1,750
+3% +$78.4K 0.32% 33
2020
Q4 		$2.38M Buy
57,993
+516
+0.9% +$20.7K 0.23% 34
2020
Q3 		$2.22M Sell
57,477
-318
-0.6% -$13.2K 0.2% 38
2020
Q2 		$2.27M Sell
57,795
-1,161
-2% -$45.3K 0.23% 33
2020
Q1 		$2.28M Buy
58,956
+2,106
+4% +$93.5K 0.25% 29
2019
Q4 		$2.84M Buy
+56,850
New +$2.68M 0.25% 27
2019
Q3 		– Sell
-4,825
Closed -$228K – 146
2019
Q2 		$228K Buy
4,825
+564
+13% +$29.5K 0.03% 106
2019
Q1 		$244K Buy
+4,261
New +$218K 0.03% 104
2018
Q4 		– Sell
-5,320
Closed -$320K – 117
2018
Q3 		$320K Buy
5,320
+482
+10% +$28.6K 0.05% 89
2018
Q2 		$274K Sell
4,838
-493
-9% -$28.4K 0.05% 94
2018
Q1 		$332K Sell
5,331
-3,515
-40% -$233K 0.07% 72
2017
Q4 		$631K Buy
+8,846
New +$593K 0.13% 30

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

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

Merit Financial Group increased its Altria Group (MO) stake by 3.8% in Q2 2026, buying an estimated $884K and bringing the position to 348,320 shares worth $25.1M. The position accounts for 0.15% of the portfolio, ranked #118.

Merit Financial Group first reported a position in MO in Q4 2017 and has held it in 33 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Merit Financial Group held 348,320 shares of Altria Group worth $25.1M as of Q2 2026.
  • Merit Financial Group bought 12,664 Altria Group shares in Q2 2026, an estimated $884K.
  • Altria Group made up 0.15% of Merit Financial Group's portfolio in Q2 2026, its #118 holding.
  • Merit Financial Group first reported a position in Altria Group in Q4 2017 and has held it in 33 quarters since.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.