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Souders Financial Advisors’s Altria Group MO Stock Holding History

Souders Financial Advisors’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 		$531K Buy
7,374
+407
+6% +$28.4K 0.05% 143
2026
Q1 		$460K Buy
6,967
+1,010
+17% +$65K 0.05% 148
2025
Q4 		$343K Buy
5,957
+1,011
+20% +$61K 0.04% 169
2025
Q3 		$327K Buy
4,946
+469
+10% +$29.7K 0.04% 171
2025
Q2 		$262K Sell
4,477
-3,044
-40% -$179K 0.03% 172
2025
Q1 		$451K Buy
7,521
+2,033
+37% +$111K 0.06% 137
2024
Q4 		$287K Buy
5,488
+920
+20% +$49K 0.04% 153
2024
Q3 		$233K Buy
4,568
+18
+0.4% +$910 0.03% 162
2024
Q2 		$207K Buy
+4,550
New +$202K 0.03% 158
2023
Q3 		– Sell
-6,286
Closed -$285K – 153
2023
Q2 		$285K Buy
6,286
+58
+0.9% +$2.63K 0.05% 138
2023
Q1 		$278K Sell
6,228
-15
-0.2% -$690 0.06% 136
2022
Q4 		$285K Buy
6,243
+615
+11% +$27.9K 0.07% 135
2022
Q3 		$227K Buy
5,628
+19
+0.3% +$829 0.06% 141
2022
Q2 		$234K Buy
5,609
+11
+0.2% +$570 0.07% 127
2022
Q1 		$292K Sell
5,598
-1,143
-17% -$58.2K 0.08% 119
2021
Q4 		$319K Buy
6,741
+51
+0.8% +$2.34K 0.09% 117
2021
Q3 		$305K Hold
6,690
– – 0.1% 112
2021
Q2 		$319K Sell
6,690
-18
-0.3% -$884 0.11% 108
2021
Q1 		$343K Hold
6,708
– – 0.13% 100
2020
Q4 		$275K Sell
6,708
-25
-0.4% -$1K 0.12% 96
2020
Q3 		$267K Hold
6,733
– – 0.13% 92
2020
Q2 		$264K Buy
6,733
+326
+5% +$12.7K 0.15% 88
2020
Q1 		$248K Buy
+6,407
New +$284K 0.22% 75

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

Souders Financial Advisors's MO Position: Q2 2026 in Review

Souders Financial Advisors increased its Altria Group (MO) stake by 5.8% in Q2 2026, buying an estimated $28.4K and bringing the position to 7,374 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #143.

Souders Financial Advisors first reported a position in MO in Q1 2020 and has held it in 23 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Souders Financial Advisors held 7,374 shares of Altria Group worth $531K as of Q2 2026.
  • Souders Financial Advisors bought 407 Altria Group shares in Q2 2026, an estimated $28.4K.
  • Altria Group made up 0.05% of Souders Financial Advisors's portfolio in Q2 2026, its #143 holding.
  • Souders Financial Advisors first reported a position in Altria Group in Q1 2020 and has held it in 23 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.