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Perryman Financial Advisory’s Altria Group MO Stock Holding History

Perryman Financial Advisory’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 		$448K Sell
6,227
-151
-2% -$10.5K 0.06% 145
2026
Q1 		$421K Sell
6,378
-78
-1% -$5.02K 0.06% 135
2025
Q4 		$372K Buy
+6,456
New +$390K 0.05% 137

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

Perryman Financial Advisory's MO Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Altria Group (MO) stake by 2.4% in Q2 2026, selling an estimated $10.5K and leaving 6,227 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #145.

Perryman Financial Advisory first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Perryman Financial Advisory held 6,227 shares of Altria Group worth $448K as of Q2 2026.
  • Perryman Financial Advisory sold 151 Altria Group shares in Q2 2026, an estimated $10.5K.
  • Altria Group made up 0.06% of Perryman Financial Advisory's portfolio in Q2 2026, its #145 holding.
  • Perryman Financial Advisory first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.