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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
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 $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

Resurgent Financial Advisors's MO Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Altria Group (MO) stake by 5.1% in Q1 2026, buying an estimated $66.8K and bringing the position to 21,313 shares worth $1.41M. The position accounts for 0.51% of the portfolio, ranked #48.

Resurgent Financial Advisors first reported a position in MO in Q4 2021 and has held it in 18 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Resurgent Financial Advisors held 21,313 shares of Altria Group worth $1.41M as of Q1 2026.
  • Resurgent Financial Advisors bought 1,039 Altria Group shares in Q1 2026, an estimated $66.8K.
  • Altria Group made up 0.51% of Resurgent Financial Advisors's portfolio in Q1 2026, its #48 holding.
  • Resurgent Financial Advisors first reported a position in Altria Group in Q4 2021 and has held it in 18 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.