MFF
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Michels Family Financial’s Altria Group MO Stock Holding History

Michels Family Financial’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 		$1.24M Sell
18,737
-43
-0.2% -$2.77K 0.89% 29
2025
Q4 		$1.08M Buy
18,780
+557
+3% +$33.6K 0.8% 37
2025
Q3 		$1.2M Sell
18,223
-989
-5% -$62.7K 0.94% 31
2025
Q2 		$1.13M Buy
19,212
+2
+0% +$117 0.96% 29
2025
Q1 		$1.15M Buy
19,210
+415
+2% +$22.7K 1.04% 25
2024
Q4 		$983K Buy
+18,795
New +$1M 0.9% 31

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Michels Family Financial's MO Position: Q1 2026 in Review

Michels Family Financial reduced its Altria Group (MO) stake by 0.23% in Q1 2026, selling an estimated $2.77K and leaving 18,737 shares worth $1.24M. The position accounts for 0.89% of the portfolio, ranked #29.

Michels Family Financial first reported a position in MO in Q4 2024 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Michels Family Financial held 18,737 shares of Altria Group worth $1.24M as of Q1 2026.
  • Michels Family Financial sold 43 Altria Group shares in Q1 2026, an estimated $2.77K.
  • Altria Group made up 0.89% of Michels Family Financial's portfolio in Q1 2026, its #29 holding.
  • Michels Family Financial first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.