SHFP
MO icon

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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 452 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.
  • 452 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.