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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mosaic Financial Group's MO Position: Q1 2026 in Review

Mosaic Financial Group increased its Altria Group (MO) stake by 0.19% in Q1 2026, buying an estimated $643 and bringing the position to 5,179 shares worth $342K. The position accounts for 0.24% of the portfolio, ranked #85.

Mosaic Financial Group first reported a position in MO in Q1 2024 and has held it in 9 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Mosaic Financial Group held 5,179 shares of Altria Group worth $342K as of Q1 2026.
Mosaic Financial Group bought 10 Altria Group shares in Q1 2026, an estimated $643.
Altria Group made up 0.24% of Mosaic Financial Group's portfolio in Q1 2026, its #85 holding.
Mosaic Financial Group first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.