MFG
MO icon

Mosaic Financial Group’s Altria Group MO Stock Holding History

Mosaic 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 		$369K Sell
5,122
-57
-1% -$3.98K 0.24% 87
2026
Q1 		$342K Buy
5,179
+10
+0.2% +$643 0.24% 85
2025
Q4 		$298K Hold
5,169
– – 0.2% 98
2025
Q3 		$341K Hold
5,169
– – 0.24% 84
2025
Q2 		$303K Hold
5,169
– – 0.23% 92
2025
Q1 		$310K Sell
5,169
-1
-0% -$55 0.25% 84
2024
Q4 		$270K Hold
5,170
– – 0.19% 96
2024
Q3 		$264K Hold
5,170
– – 0.19% 101
2024
Q2 		$235K Sell
5,170
-89
-2% -$3.95K 0.17% 109
2024
Q1 		$229K Buy
+5,259
New +$218K 0.18% 109

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

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

Mosaic Financial Group reduced its Altria Group (MO) stake by 1.1% in Q2 2026, selling an estimated $3.98K and leaving 5,122 shares worth $369K. The position accounts for 0.24% of the portfolio, ranked #87.

Mosaic Financial Group first reported a position in MO in Q1 2024 and has held it in 10 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Mosaic Financial Group held 5,122 shares of Altria Group worth $369K as of Q2 2026.
  • Mosaic Financial Group sold 57 Altria Group shares in Q2 2026, an estimated $3.98K.
  • Altria Group made up 0.24% of Mosaic Financial Group's portfolio in Q2 2026, its #87 holding.
  • Mosaic Financial Group first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.