RFP Financial Group’s Altria Group MO Stock Holding History

RFP Financial Group’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	$315K	Sell	4,772 -185	-4%	-$11.9K	0.17%	45
2025 Q4	$286K	Sell	4,957 -1,654	-25%	-$99.9K	0.14%	57
2025 Q3	$431K	Buy	6,611 +190	+3%	+$12K	0.18%	66
2025 Q2	$376K	Hold	6,421	–	–	0.16%	71
2025 Q1	$385K	Sell	6,421 -5	-0.1%	-$273	0.16%	79
2024 Q4	$336K	Hold	6,426	–	–	0.13%	75
2024 Q3	$328K	Buy	6,426 +320	+5%	+$16.2K	0.11%	76
2024 Q2	$278K	Sell	6,106 -914	-13%	-$40.5K	0.1%	91
2024 Q1	$306K	Buy	7,020 +288	+4%	+$11.9K	0.12%	81
2023 Q4	$272K	Buy	6,732 +155	+2%	+$6.41K	0.11%	83
2023 Q3	$277K	Sell	6,577 -160	-2%	-$7.07K	0.12%	78
2023 Q2	$305K	Buy	6,737 +5,712	+557%	+$259K	0.12%	78
2023 Q1	$45.7K	Sell	1,025 -5,744	-85%	-$264K	0.05%	116
2022 Q4	$309K	Buy	+6,769	New	+$307K	0.14%	71

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFP Financial Group's MO Position: Q1 2026 in Review

RFP Financial Group reduced its Altria Group (MO) stake by 3.7% in Q1 2026, selling an estimated $11.9K and leaving 4,772 shares worth $315K. The position accounts for 0.17% of the portfolio, ranked #45.

RFP Financial Group first reported a position in MO in Q4 2022 and has held it in 14 quarters since. The position peaked at $431K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

RFP Financial Group held 4,772 shares of Altria Group worth $315K as of Q1 2026.
RFP Financial Group sold 185 Altria Group shares in Q1 2026, an estimated $11.9K.
Altria Group made up 0.17% of RFP Financial Group's portfolio in Q1 2026, its #45 holding.
RFP Financial Group first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
RFP Financial Group's Altria Group position peaked at $431K in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.