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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
Q2 		$429K Hold
5,968
– – 0.2% 71
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 $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

Sharp Financial Services's MO Position: Q2 2026 in Review

Sharp Financial Services held its Altria Group (MO) position steady in Q2 2026 at 5,968 shares worth $429K. The position accounts for 0.2% of the portfolio, ranked #71.

Sharp Financial Services first reported a position in MO in Q1 2024 and has held it in 6 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sharp Financial Services held 5,968 shares of Altria Group worth $429K as of Q2 2026.
  • Sharp Financial Services left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.2% of Sharp Financial Services's portfolio in Q2 2026, its #71 holding.
  • Sharp Financial Services first reported a position in Altria Group in Q1 2024 and has held it in 6 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.