Raymond James Financial
MO icon

Raymond James Financial’s Altria Group MO Stock Holding History

Raymond James 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 		$369M Sell
5,586,119
-142,827
-2% -$9.19M 0.11% 149
2025
Q4 		$330M Buy
5,728,946
+4,277
+0.1% +$258K 0.1% 168
2025
Q3 		$378M Sell
5,724,669
-235,656
-4% -$14.9M 0.12% 138
2025
Q2 		$349M Buy
5,960,325
+402,073
+7% +$23.6M 0.12% 146
2025
Q1 		$334M Buy
5,558,252
+2,928,006
+111% +$160M 0.13% 144
2024
Q4 		$138M Buy
+2,630,246
New +$140M 0.05% 336

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Raymond James Financial's MO Position: Q1 2026 in Review

Raymond James Financial reduced its Altria Group (MO) stake by 2.5% in Q1 2026, selling an estimated $9.19M and leaving 5,586,119 shares worth $369M. The position accounts for 0.11% of the portfolio, ranked #149.

Raymond James Financial first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $378M in Q3 2025. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Raymond James Financial held 5,586,119 shares of Altria Group worth $369M as of Q1 2026.
  • Raymond James Financial sold 142,827 Altria Group shares in Q1 2026, an estimated $9.19M.
  • Altria Group made up 0.11% of Raymond James Financial's portfolio in Q1 2026, its #149 holding.
  • Raymond James Financial first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Altria Group position peaked at $378M in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.