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Second Half Financial Partners’s Altria Group MO Stock Holding History

Second Half Financial Partners’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 		$738K Buy
10,263
+1,363
+15% +$95.1K 0.3% 42
2026
Q1 		$587K Buy
+8,900
New +$573K 0.26% 46

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

Second Half Financial Partners's MO Position: Q2 2026 in Review

Second Half Financial Partners increased its Altria Group (MO) stake by 15% in Q2 2026, buying an estimated $95.1K and bringing the position to 10,263 shares worth $738K. The position accounts for 0.3% of the portfolio, ranked #42.

Second Half Financial Partners first reported a position in MO in Q1 2026 and has held it in 2 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Second Half Financial Partners held 10,263 shares of Altria Group worth $738K as of Q2 2026.
  • Second Half Financial Partners bought 1,363 Altria Group shares in Q2 2026, an estimated $95.1K.
  • Altria Group made up 0.3% of Second Half Financial Partners's portfolio in Q2 2026, its #42 holding.
  • Second Half Financial Partners first reported a position in Altria Group in Q1 2026 and has held it in 2 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.