MFS
MO icon

Montgomery Financial Services’s Altria Group MO Stock Holding History

Montgomery 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 		$20K Buy
+277
New +$19.3K 0.02% 122

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

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

Montgomery Financial Services opened a new position in Altria Group (MO) in Q2 2026: 277 shares worth $20K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings.

2,462 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Montgomery Financial Services held 277 shares of Altria Group worth $20K as of Q2 2026.
  • Altria Group was a new Montgomery Financial Services position in Q2 2026.
  • Altria Group made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #122 holding.
  • 2,462 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.