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Southland Equity Partners’s Altria Group MO Stock Holding History

Southland Equity 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 		$613K Buy
8,515
+27
+0.3% +$1.89K 0.11% 144
2026
Q1 		$560K Buy
8,488
+32
+0.4% +$2.06K 0.11% 134
2025
Q4 		$488K Sell
8,456
-544
-6% -$32.8K 0.1% 147
2025
Q3 		$595K Buy
9,000
+28
+0.3% +$1.77K 0.12% 121
2025
Q2 		$526K Buy
8,972
+49
+0.5% +$2.88K 0.12% 121
2025
Q1 		$536K Buy
8,923
+86
+1% +$4.7K 0.12% 114
2024
Q4 		$462K Buy
8,837
+2,937
+50% +$156K 0.11% 126
2024
Q3 		$301K Buy
+5,900
New +$298K 0.07% 169

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

Southland Equity Partners's MO Position: Q2 2026 in Review

Southland Equity Partners increased its Altria Group (MO) stake by 0.32% in Q2 2026, buying an estimated $1.89K and bringing the position to 8,515 shares worth $613K. The position accounts for 0.11% of the portfolio, ranked #144.

Southland Equity Partners first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Southland Equity Partners held 8,515 shares of Altria Group worth $613K as of Q2 2026.
  • Southland Equity Partners bought 27 Altria Group shares in Q2 2026, an estimated $1.89K.
  • Altria Group made up 0.11% of Southland Equity Partners's portfolio in Q2 2026, its #144 holding.
  • Southland Equity Partners first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.