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Phillips Financial Management’s Altria Group MO Stock Holding History

Phillips Financial Management’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 		$230K Buy
+3,198
New +$223K 0.02% 190
2025
Q4 		– Sell
-3,301
Closed -$218K – 325
2025
Q3 		$218K Buy
+3,301
New +$209K 0.01% 200

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

Phillips Financial Management's MO Position: Q2 2026 in Review

Phillips Financial Management opened a new position in Altria Group (MO) in Q2 2026: 3,198 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: Phillips Financial Management previously reported a position in MO as recently as Q3 2025.

Phillips Financial Management first reported a position in MO in Q3 2025 and has held it in 2 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Phillips Financial Management held 3,198 shares of Altria Group worth $230K as of Q2 2026.
  • Altria Group was a new Phillips Financial Management position in Q2 2026.
  • Altria Group made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #190 holding.
  • Phillips Financial Management first reported a position in Altria Group in Q3 2025 and has held it in 2 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.