MFS
MO icon

Miller Financial Services’s Altria Group MO Stock Holding History

Miller 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 		$1.01M Buy
14,107
+2,138
+18% +$149K 0.82% 35
2026
Q1 		$790K Buy
11,969
+357
+3% +$23K 0.86% 33
2025
Q4 		$670K Sell
11,612
-15
-0.1% -$906 0.79% 41
2025
Q3 		$768K Sell
11,627
-173
-1% -$11K 0.89% 36
2025
Q2 		$692K Sell
11,800
-155
-1% -$9.1K 0.88% 35
2025
Q1 		$718K Buy
11,955
+86
+0.7% +$4.7K 1.03% 32
2024
Q4 		$621K Buy
+11,869
New +$632K 0.52% 58

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

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

Miller Financial Services increased its Altria Group (MO) stake by 18% in Q2 2026, buying an estimated $149K and bringing the position to 14,107 shares worth $1.01M. The position accounts for 0.82% of the portfolio, ranked #35.

Miller Financial Services first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Miller Financial Services held 14,107 shares of Altria Group worth $1.01M as of Q2 2026.
  • Miller Financial Services bought 2,138 Altria Group shares in Q2 2026, an estimated $149K.
  • Altria Group made up 0.82% of Miller Financial Services's portfolio in Q2 2026, its #35 holding.
  • Miller Financial Services first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.