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Richardson Financial Services’s Altria Group MO Stock Holding History

Richardson Financial Services’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 		$367K Buy
5,568
+212
+4% +$13.6K 0.23% 110
2025
Q4 		$309K Buy
5,356
+660
+14% +$39.9K 0.1% 124
2025
Q3 		$310K Buy
4,696
+71
+2% +$4.5K 0.19% 121
2025
Q2 		$269K Sell
4,625
-75
-2% -$4.41K 0.18% 132
2025
Q1 		$282K Hold
4,700
– – 0.21% 121
2024
Q4 		$245K Sell
4,700
-135
-3% -$7.19K 0.17% 123
2024
Q3 		$220K Hold
4,835
– – 0.14% 140
2024
Q2 		$220K Sell
4,835
-349
-7% -$15.5K 0.16% 128
2024
Q1 		$226K Buy
5,184
+369
+8% +$15.3K 0.16% 137
2023
Q4 		$194K Buy
+4,815
New +$199K 0.17% 129

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

Richardson Financial Services's MO Position: Q1 2026 in Review

Richardson Financial Services increased its Altria Group (MO) stake by 4% in Q1 2026, buying an estimated $13.6K and bringing the position to 5,568 shares worth $367K. The position accounts for 0.23% of the portfolio, ranked #110.

Richardson Financial Services first reported a position in MO in Q4 2023 and has held it in 10 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Richardson Financial Services held 5,568 shares of Altria Group worth $367K as of Q1 2026.
  • Richardson Financial Services bought 212 Altria Group shares in Q1 2026, an estimated $13.6K.
  • Altria Group made up 0.23% of Richardson Financial Services's portfolio in Q1 2026, its #110 holding.
  • Richardson Financial Services first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.