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Resurgent Financial Advisors’s Altria Group MO Stock Holding History

Resurgent Financial Advisors’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 		$1.53M Sell
21,291
-22
-0.1% -$1.54K 0.43% 53
2026
Q1 		$1.41M Buy
21,313
+1,039
+5% +$66.8K 0.51% 48
2025
Q4 		$1.17M Buy
20,274
+6,392
+46% +$386K 0.59% 41
2025
Q3 		$917K Buy
13,882
+1
+0% +$63 0.45% 58
2025
Q2 		$814K Buy
13,881
+9
+0.1% +$529 0.45% 61
2025
Q1 		$833K Sell
13,872
-120
-0.9% -$6.55K 0.5% 56
2024
Q4 		$732K Buy
13,992
+14
+0.1% +$746 0.43% 64
2024
Q3 		$713K Sell
13,978
-169
-1% -$8.54K 0.42% 71
2024
Q2 		$644K Sell
14,147
-16
-0.1% -$710 0.4% 74
2024
Q1 		$618K Buy
14,163
+105
+0.7% +$4.35K 0.33% 87
2023
Q4 		$567K Buy
14,058
+142
+1% +$5.87K 0.35% 75
2023
Q3 		$585K Buy
13,916
+168
+1% +$7.42K 0.4% 63
2023
Q2 		$623K Sell
13,748
-245
-2% -$11.1K 0.41% 62
2023
Q1 		$624K Sell
13,993
-1,024
-7% -$47.1K 0.42% 61
2022
Q4 		$686K Buy
15,017
+236
+2% +$10.7K 0.36% 65
2022
Q3 		$597K Buy
14,781
+796
+6% +$34.7K 0.4% 76
2022
Q2 		$584K Sell
13,985
-274
-2% -$14.2K 0.37% 82
2022
Q1 		$745K Buy
14,259
+732
+5% +$37.3K 0.46% 61
2021
Q4 		$641K Buy
+13,527
New +$620K 0.51% 58

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

Resurgent Financial Advisors's MO Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its Altria Group (MO) stake by 0.1% in Q2 2026, selling an estimated $1.54K and leaving 21,291 shares worth $1.53M. The position accounts for 0.43% of the portfolio, ranked #53.

Resurgent Financial Advisors first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Resurgent Financial Advisors held 21,291 shares of Altria Group worth $1.53M as of Q2 2026.
  • Resurgent Financial Advisors sold 22 Altria Group shares in Q2 2026, an estimated $1.54K.
  • Altria Group made up 0.43% of Resurgent Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Resurgent Financial Advisors first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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