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
Q2 		$456M Buy
6,336,137
+750,018
+13% +$52.3M 0.12% 133
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 $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 $3.37T AUM 44.26% 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

Raymond James Financial's MO Position: Q2 2026 in Review

Raymond James Financial increased its Altria Group (MO) stake by 13% in Q2 2026, buying an estimated $52.3M and bringing the position to 6,336,137 shares worth $456M. The position accounts for 0.12% of the portfolio, ranked #133.

Raymond James Financial first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Raymond James Financial held 6,336,137 shares of Altria Group worth $456M as of Q2 2026.
  • Raymond James Financial bought 750,018 Altria Group shares in Q2 2026, an estimated $52.3M.
  • Altria Group made up 0.12% of Raymond James Financial's portfolio in Q2 2026, its #133 holding.
  • Raymond James Financial first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.