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PFG Investments’s Altria Group MO Stock Holding History

PFG Investments’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 		$5.29M Buy
73,508
+5,519
+8% +$385K 0.2% 96
2026
Q1 		$4.49M Sell
67,989
-9,109
-12% -$586K 0.21% 88
2025
Q4 		$4.45M Buy
77,098
+6,259
+9% +$378K 0.21% 87
2025
Q3 		$4.68M Buy
70,839
+3,979
+6% +$252K 0.24% 74
2025
Q2 		$3.92M Buy
66,860
+2,166
+3% +$127K 0.23% 81
2025
Q1 		$3.88M Buy
64,694
+1,187
+2% +$64.8K 0.25% 79
2024
Q4 		$3.32M Buy
63,507
+2,305
+4% +$123K 0.21% 87
2024
Q3 		$3.12M Sell
61,202
-1,098
-2% -$55.5K 0.2% 88
2024
Q2 		$2.84M Buy
62,300
+3,202
+5% +$142K 0.2% 92
2024
Q1 		$2.58M Buy
59,098
+44,754
+312% +$1.86M 0.16% 138
2023
Q4 		$579K Buy
14,344
+559
+4% +$23.1K 0.11% 214
2023
Q3 		$580K Sell
13,785
-1,839
-12% -$81.3K 0.11% 206
2023
Q2 		$708K Buy
15,624
+2,053
+15% +$93K 0.13% 177
2023
Q1 		$606K Buy
+13,571
New +$624K 0.12% 191

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

PFG Investments's MO Position: Q2 2026 in Review

PFG Investments increased its Altria Group (MO) stake by 8.1% in Q2 2026, buying an estimated $385K and bringing the position to 73,508 shares worth $5.29M. The position accounts for 0.2% of the portfolio, ranked #96.

PFG Investments first reported a position in MO in Q1 2023 and has held it in 14 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • PFG Investments held 73,508 shares of Altria Group worth $5.29M as of Q2 2026.
  • PFG Investments bought 5,519 Altria Group shares in Q2 2026, an estimated $385K.
  • Altria Group made up 0.2% of PFG Investments's portfolio in Q2 2026, its #96 holding.
  • PFG Investments first reported a position in Altria Group in Q1 2023 and has held it in 14 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.