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Shum Financial Group’s Altria Group MO Stock Holding History

Shum Financial Group’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 		$256K Sell
3,561
-16
-0.4% -$1.12K 0.15% 96
2026
Q1 		$236K Hold
3,577
– – 0.17% 89
2025
Q4 		$206K Sell
3,577
-266
-7% -$16.1K 0.15% 91
2025
Q3 		$254K Buy
+3,843
New +$243K 0.19% 86
2025
Q1 		$324K Sell
5,399
-118
-2% -$6.44K 0.28% 79
2024
Q4 		$291K Sell
5,517
-764
-12% -$40.7K 0.25% 79
2024
Q3 		$340K Buy
+6,281
New +$317K 0.28% 78

Other funds holding MO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Shum Financial Group's MO Position: Q2 2026 in Review

Shum Financial Group reduced its Altria Group (MO) stake by 0.45% in Q2 2026, selling an estimated $1.12K and leaving 3,561 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #96.

Shum Financial Group first reported a position in MO in Q3 2024 and has held it in 7 quarters since. The position peaked at $340K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Shum Financial Group held 3,561 shares of Altria Group worth $256K as of Q2 2026.
  • Shum Financial Group sold 16 Altria Group shares in Q2 2026, an estimated $1.12K.
  • Altria Group made up 0.15% of Shum Financial Group's portfolio in Q2 2026, its #96 holding.
  • Shum Financial Group first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Altria Group position peaked at $340K in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.