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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Prosperitas Financial's MO Position: Q1 2026 in Review

Prosperitas Financial increased its Altria Group (MO) stake by 5.5% in Q1 2026, buying an estimated $235K and bringing the position to 70,377 shares worth $4.64M. The position accounts for 1.73% of the portfolio, ranked #22.

Prosperitas Financial first reported a position in MO in Q3 2023 and has held it in 11 quarters since. 2,492 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Prosperitas Financial held 70,377 shares of Altria Group worth $4.64M as of Q1 2026.
  • Prosperitas Financial bought 3,653 Altria Group shares in Q1 2026, an estimated $235K.
  • Altria Group made up 1.73% of Prosperitas Financial's portfolio in Q1 2026, its #22 holding.
  • Prosperitas Financial first reported a position in Altria Group in Q3 2023 and has held it in 11 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.