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Rossby Financial’s Altria Group MO Stock Holding History

Rossby Financial’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 		$732K Buy
10,177
+905
+10% +$63.2K 0.13% 148
2026
Q1 		$607K Buy
9,272
+310
+3% +$19.9K 0.12% 154
2025
Q4 		$517K Sell
8,962
-4,312
-32% -$260K 0.16% 111
2025
Q3 		$880K Buy
13,274
+675
+5% +$42.8K 0.29% 67
2025
Q2 		$739K Buy
12,599
+504
+4% +$29.6K 0.27% 69
2025
Q1 		$705K Buy
12,095
+5,931
+96% +$324K 0.3% 65
2024
Q4 		$322K Buy
+6,164
New +$328K 0.2% 131

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

Rossby Financial's MO Position: Q2 2026 in Review

Rossby Financial increased its Altria Group (MO) stake by 9.8% in Q2 2026, buying an estimated $63.2K and bringing the position to 10,177 shares worth $732K. The position accounts for 0.13% of the portfolio, ranked #148.

Rossby Financial first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $880K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Rossby Financial held 10,177 shares of Altria Group worth $732K as of Q2 2026.
  • Rossby Financial bought 905 Altria Group shares in Q2 2026, an estimated $63.2K.
  • Altria Group made up 0.13% of Rossby Financial's portfolio in Q2 2026, its #148 holding.
  • Rossby Financial first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Altria Group position peaked at $880K in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.