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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
Q2 		$402K Buy
5,591
+23
+0.4% +$1.6K 0.23% 98
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 $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

Richardson Financial Services's MO Position: Q2 2026 in Review

Richardson Financial Services increased its Altria Group (MO) stake by 0.41% in Q2 2026, buying an estimated $1.6K and bringing the position to 5,591 shares worth $402K. The position accounts for 0.23% of the portfolio, ranked #98.

Richardson Financial Services first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Richardson Financial Services held 5,591 shares of Altria Group worth $402K as of Q2 2026.
  • Richardson Financial Services bought 23 Altria Group shares in Q2 2026, an estimated $1.6K.
  • Altria Group made up 0.23% of Richardson Financial Services's portfolio in Q2 2026, its #98 holding.
  • Richardson Financial Services first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.