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Sovereign Financial Group’s Altria Group MO Stock Holding History

Sovereign 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 		$395K Sell
5,485
-275
-5% -$19.2K 0.06% 255
2026
Q1 		$380K Buy
5,760
+267
+5% +$17.2K 0.07% 247
2025
Q4 		$317K Buy
5,493
+1,089
+25% +$65.8K 0.05% 264
2025
Q3 		$291K Sell
4,404
-267
-6% -$16.9K 0.05% 269
2025
Q2 		$274K Sell
4,671
-381
-8% -$22.4K 0.06% 263
2025
Q1 		$303K Sell
5,052
-1,030
-17% -$56.2K 0.07% 227
2024
Q4 		$318K Sell
6,082
-2,102
-26% -$112K 0.07% 228
2024
Q3 		$418K Buy
8,184
+42
+0.5% +$2.12K 0.1% 188
2024
Q2 		$371K Buy
8,142
+49
+0.6% +$2.17K 0.09% 191
2024
Q1 		$353K Buy
8,093
+22
+0.3% +$912 0.09% 192
2023
Q4 		$326K Sell
8,071
-2,761
-25% -$114K 0.1% 180
2023
Q3 		$455K Buy
10,832
+418
+4% +$18.5K 0.16% 130
2023
Q2 		$472K Buy
10,414
+2,703
+35% +$122K 0.15% 141
2023
Q1 		$344K Sell
7,711
-251
-3% -$11.5K 0.13% 156
2022
Q4 		$364K Buy
7,962
+410
+5% +$18.6K 0.14% 149
2022
Q3 		$305K Buy
7,552
+158
+2% +$6.89K 0.12% 150
2022
Q2 		$309K Buy
7,394
+143
+2% +$7.4K 0.12% 152
2022
Q1 		$379K Buy
7,251
+2,481
+52% +$126K 0.14% 146
2021
Q4 		$226K Buy
4,770
+179
+4% +$8.2K 0.09% 186
2021
Q3 		$209K Sell
4,591
-986
-18% -$47.6K 0.12% 162
2021
Q2 		$285K Hold
5,577
– – 0.17% 118
2021
Q1 		$285K Buy
+5,577
New +$250K 0.18% 117

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

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

Sovereign Financial Group reduced its Altria Group (MO) stake by 4.8% in Q2 2026, selling an estimated $19.2K and leaving 5,485 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #255.

Sovereign Financial Group first reported a position in MO in Q1 2021 and has held it in 22 quarters since. The position peaked at $472K in Q2 2023. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sovereign Financial Group held 5,485 shares of Altria Group worth $395K as of Q2 2026.
  • Sovereign Financial Group sold 275 Altria Group shares in Q2 2026, an estimated $19.2K.
  • Altria Group made up 0.06% of Sovereign Financial Group's portfolio in Q2 2026, its #255 holding.
  • Sovereign Financial Group first reported a position in Altria Group in Q1 2021 and has held it in 22 quarters since.
  • Sovereign Financial Group's Altria Group position peaked at $472K in Q2 2023.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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