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Putney Financial Group’s Altria Group MO Stock Holding History

Putney Financial Group’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 		$437K Sell
6,070
-900
-13% -$62.8K 0.39% 44
2026
Q1 		$460K Hold
6,970
– – 0.46% 41
2025
Q4 		$402K Buy
+6,970
New +$421K 0.38% 45

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Putney Financial Group's MO Position: Q2 2026 in Review

Putney Financial Group reduced its Altria Group (MO) stake by 13% in Q2 2026, selling an estimated $62.8K and leaving 6,070 shares worth $437K. The position accounts for 0.39% of the portfolio, ranked #44.

Putney Financial Group first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $460K in Q1 2026. 761 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Putney Financial Group held 6,070 shares of Altria Group worth $437K as of Q2 2026.
  • Putney Financial Group sold 900 Altria Group shares in Q2 2026, an estimated $62.8K.
  • Altria Group made up 0.39% of Putney Financial Group's portfolio in Q2 2026, its #44 holding.
  • Putney Financial Group first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Putney Financial Group's Altria Group position peaked at $460K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.