Quantum Financial Partners
MO icon

Quantum Financial Partners’s Altria Group MO Stock Holding History

Quantum Financial Partners’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
Q3 		$547K Buy
8,125
+1,285
+19% +$89.2K 0.28% 70
2026
Q2 		$492K Buy
+6,840
New +$477K 0.25% 79

Other funds holding MO

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Quantum Financial Partners's MO Position: Q3 2026 in Review

Quantum Financial Partners increased its Altria Group (MO) stake by 19% in Q3 2026, buying an estimated $89.2K and bringing the position to 8,125 shares worth $547K. The position accounts for 0.28% of the portfolio, ranked #70.

Quantum Financial Partners first reported a position in MO in Q2 2026 and has held it in 2 quarters since. 2,223 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Quantum Financial Partners held 8,125 shares of Altria Group worth $547K as of Q3 2026.
  • Quantum Financial Partners bought 1,285 Altria Group shares in Q3 2026, an estimated $89.2K.
  • Altria Group made up 0.28% of Quantum Financial Partners's portfolio in Q3 2026, its #70 holding.
  • Quantum Financial Partners first reported a position in Altria Group in Q2 2026 and has held it in 2 quarters since.
  • 2,223 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.