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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
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 		$1K 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal CFO Solutions's MO Position: Q1 2026 in Review

Personal CFO Solutions reduced its Altria Group (MO) stake by 24% in Q1 2026, selling an estimated $720K and leaving 36,105 shares worth $2.42M. The position accounts for 0.34% of the portfolio, ranked #47.

Personal CFO Solutions first reported a position in MO in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.15M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Personal CFO Solutions held 36,105 shares of Altria Group worth $2.42M as of Q1 2026.
  • Personal CFO Solutions sold 11,188 Altria Group shares in Q1 2026, an estimated $720K.
  • Altria Group made up 0.34% of Personal CFO Solutions's portfolio in Q1 2026, its #47 holding.
  • Personal CFO Solutions first reported a position in Altria Group in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Altria Group position peaked at $3.15M in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.