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ROI Financial Advisors’s Altria Group MO Stock Holding History

ROI 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 		$393K Buy
5,956
+819
+16% +$52.7K 0.24% 50
2025
Q4 		$296K Buy
5,137
+675
+15% +$40.8K 0.17% 56
2025
Q3 		$295K Buy
+4,462
New +$283K 0.18% 55

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

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

ROI Financial Advisors increased its Altria Group (MO) stake by 16% in Q1 2026, buying an estimated $52.7K and bringing the position to 5,956 shares worth $393K. The position accounts for 0.24% of the portfolio, ranked #50.

ROI Financial Advisors first reported a position in MO in Q3 2025 and has held it in 3 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • ROI Financial Advisors held 5,956 shares of Altria Group worth $393K as of Q1 2026.
  • ROI Financial Advisors bought 819 Altria Group shares in Q1 2026, an estimated $52.7K.
  • Altria Group made up 0.24% of ROI Financial Advisors's portfolio in Q1 2026, its #50 holding.
  • ROI Financial Advisors first reported a position in Altria Group in Q3 2025 and has held it in 3 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.