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Prosperitas Financial’s Altria Group MO Stock Holding History

Prosperitas Financial’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 		$5.53M Buy
76,848
+6,471
+9% +$452K 1.77% 22
2026
Q1 		$4.64M Buy
70,377
+3,653
+5% +$235K 1.73% 22
2025
Q4 		$3.85M Buy
66,724
+2,975
+5% +$180K 1.5% 25
2025
Q3 		$4.21M Buy
63,749
+2,123
+3% +$135K 1.75% 19
2025
Q2 		$3.61M Buy
61,626
+3,568
+6% +$210K 1.7% 18
2025
Q1 		$3.48M Buy
58,058
+1,120
+2% +$61.1K 1.8% 18
2024
Q4 		$2.98M Buy
56,938
+4,916
+9% +$262K 1.51% 21
2024
Q3 		$2.66M Buy
52,022
+4,365
+9% +$221K 1.43% 27
2024
Q2 		$2.17M Buy
47,657
+3,824
+9% +$170K 1.32% 27
2024
Q1 		$1.91M Buy
43,833
+8,365
+24% +$347K 1.23% 31
2023
Q4 		$1.43M Buy
35,468
+3,514
+11% +$145K 1.05% 35
2023
Q3 		$1.34M Buy
+31,954
New +$1.41M 1.04% 31

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 $3.38T AUM 44.17% 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

Prosperitas Financial's MO Position: Q2 2026 in Review

Prosperitas Financial increased its Altria Group (MO) stake by 9.2% in Q2 2026, buying an estimated $452K and bringing the position to 76,848 shares worth $5.53M. The position accounts for 1.77% of the portfolio, ranked #22.

Prosperitas Financial first reported a position in MO in Q3 2023 and has held it in 12 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Prosperitas Financial held 76,848 shares of Altria Group worth $5.53M as of Q2 2026.
  • Prosperitas Financial bought 6,471 Altria Group shares in Q2 2026, an estimated $452K.
  • Altria Group made up 1.77% of Prosperitas Financial's portfolio in Q2 2026, its #22 holding.
  • Prosperitas Financial first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.