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Personal CFO Solutions’s Altria Group MO Stock Holding History

Personal CFO Solutions’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 		$2.62M Sell
35,907
-198
-0.5% -$13.8K 0.38% 43
2026
Q1 		$2.42M Sell
36,105
-11,188
-24% -$720K 0.34% 47
2025
Q4 		$2.73M Sell
47,293
-337
-0.7% -$20.3K 0.43% 37
2025
Q3 		$3.15M Sell
47,630
-269
-0.6% -$17K 0.55% 30
2025
Q2 		$2.81M Sell
47,899
-922
-2% -$54.1K 0.52% 33
2025
Q1 		$2.93M Buy
48,821
+611
+1% +$33.4K 0.59% 27
2024
Q4 		$2.52M Sell
48,210
-1,756
-4% -$93.5K 0.5% 36
2024
Q3 		$2.55M Buy
49,966
+2,921
+6% +$148K 0.36% 56
2024
Q2 		$2.14M Buy
47,045
+3,592
+8% +$159K 0.33% 56
2024
Q1 		$1.9M Buy
43,453
+17,289
+66% +$717K 0.3% 68
2023
Q4 		$1.06M Buy
26,164
+5,917
+29% +$245K 0.18% 108
2023
Q3 		$851K Buy
20,247
+46
+0.2% +$2.03K 0.17% 119
2023
Q2 		$915K Buy
20,201
+2,558
+14% +$116K 0.19% 108
2023
Q1 		$787K Sell
17,643
-104
-0.6% -$4.78K 0.16% 118
2022
Q4 		$811K Buy
17,747
+1,471
+9% +$66.6K 0.17% 113
2022
Q3 		$657K Buy
16,276
+181
+1% +$7.9K 0.17% 122
2022
Q2 		$672K Buy
16,095
+24
+0.1% +$1.24K 0.16% 115
2022
Q1 		$840K Sell
16,071
-456
-3% -$23.2K 0.17% 121
2021
Q4 		$783K Sell
16,527
-2,742
-14% -$126K 0.15% 135
2021
Q3 		$877K Sell
19,269
-334
-2% -$16.1K 0.18% 117
2021
Q2 		$935K Sell
19,603
-670
-3% -$32.9K 0.19% 108
2021
Q1 		$1.04M Buy
20,273
+20
+0.1% +$896 0.22% 91
2020
Q4 		$830K Buy
20,253
+6,765
+50% +$272K 0.21% 103
2020
Q3 		$1M Buy
13,488
+534
+4% +$22.2K 0.33% 98
2020
Q2 		$508K Buy
12,954
+6,852
+112% +$267K 0.15% 126
2020
Q1 		$236K Sell
6,102
-1,342
-18% -$59.6K 0.08% 208
2019
Q4 		$372K Sell
7,444
-8,550
-53% -$403K 0.11% 175
2019
Q3 		$768K Buy
+15,994
New +$736K 0.31% 78

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

Personal CFO Solutions's MO Position: Q2 2026 in Review

Personal CFO Solutions reduced its Altria Group (MO) stake by 0.55% in Q2 2026, selling an estimated $13.8K and leaving 35,907 shares worth $2.62M. The position accounts for 0.38% of the portfolio, ranked #43.

Personal CFO Solutions first reported a position in MO in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.15M in Q3 2025. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Personal CFO Solutions held 35,907 shares of Altria Group worth $2.62M as of Q2 2026.
  • Personal CFO Solutions sold 198 Altria Group shares in Q2 2026, an estimated $13.8K.
  • Altria Group made up 0.38% of Personal CFO Solutions's portfolio in Q2 2026, its #43 holding.
  • Personal CFO Solutions first reported a position in Altria Group in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Altria Group position peaked at $3.15M in Q3 2025.
  • 2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.