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Sharp Financial Services’s Altria Group MO Stock Holding History

Sharp 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
Q1 		$394K Buy
5,968
+1,000
+20% +$64.3K 0.19% 68
2025
Q4 		$286K Buy
4,968
+200
+4% +$12.1K 0.14% 88
2025
Q3 		$315K Buy
4,768
+100
+2% +$6.33K 0.17% 79
2025
Q2 		$274K Buy
+4,668
New +$274K 0.18% 69
2024
Q2 		– Sell
-4,804
Closed -$210K – 102
2024
Q1 		$210K Buy
+4,804
New +$199K 0.19% 87

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

Sharp Financial Services's MO Position: Q1 2026 in Review

Sharp Financial Services increased its Altria Group (MO) stake by 20% in Q1 2026, buying an estimated $64.3K and bringing the position to 5,968 shares worth $394K. The position accounts for 0.19% of the portfolio, ranked #68.

Sharp Financial Services first reported a position in MO in Q1 2024 and has held it in 5 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Sharp Financial Services held 5,968 shares of Altria Group worth $394K as of Q1 2026.
  • Sharp Financial Services bought 1,000 Altria Group shares in Q1 2026, an estimated $64.3K.
  • Altria Group made up 0.19% of Sharp Financial Services's portfolio in Q1 2026, its #68 holding.
  • Sharp Financial Services first reported a position in Altria Group in Q1 2024 and has held it in 5 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.