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Sowa Financial Group’s Altria Group MO Stock Holding History

Sowa 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 		$781K Sell
10,850
-266
-2% -$18.6K 0.36% 21
2026
Q1 		$734K Sell
11,116
-407
-4% -$26.2K 0.36% 20
2025
Q4 		$664K Buy
11,523
+84
+0.7% +$5.07K 0.35% 21
2025
Q3 		$756K Buy
11,439
+251
+2% +$15.9K 0.42% 18
2025
Q2 		$656K Buy
11,188
+88
+0.8% +$5.17K 0.41% 22
2025
Q1 		$666K Buy
11,100
+98
+0.9% +$5.35K 0.44% 21
2024
Q4 		$575K Sell
11,002
-6
-0.1% -$320 0.36% 24
2024
Q3 		$562K Buy
11,008
+102
+0.9% +$5.16K 0.36% 28
2024
Q2 		$497K Buy
10,906
+254
+2% +$11.3K 0.38% 29
2024
Q1 		$430K Hold
10,652
– – 0.35% 27
2023
Q4 		$430K Buy
10,652
+197
+2% +$8.15K 0.35% 27
2023
Q3 		$440K Buy
10,455
+168
+2% +$7.42K 0.33% 31
2023
Q2 		$466K Buy
10,287
+162
+2% +$7.34K 0.32% 32
2023
Q1 		$452K Buy
+10,125
New +$465K 0.32% 31
2022
Q2 		– Sell
-9,469
Closed -$495K – 56
2022
Q1 		$495K Sell
9,469
-135
-1% -$6.88K 0.3% 40
2021
Q4 		$455K Sell
9,604
-225
-2% -$10.3K 0.27% 42
2021
Q3 		$447K Buy
9,829
+255
+3% +$12.3K 0.29% 41
2021
Q2 		$456K Buy
9,574
+1,003
+12% +$49.3K 0.34% 41
2021
Q1 		$438K Sell
8,571
-281
-3% -$12.6K 0.31% 42
2020
Q4 		$363K Buy
8,852
+3
+0% +$120 0.24% 47
2020
Q3 		$342K Buy
8,849
+3
+0% +$125 0.25% 45
2020
Q2 		$347K Buy
8,846
+3
+0% +$117 0.26% 44
2020
Q1 		$342K Sell
8,843
-2,945
-25% -$131K 0.3% 40
2019
Q4 		$588K Buy
+11,788
New +$556K 0.48% 34

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

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

Sowa Financial Group reduced its Altria Group (MO) stake by 2.4% in Q2 2026, selling an estimated $18.6K and leaving 10,850 shares worth $781K. The position accounts for 0.36% of the portfolio, ranked #21.

Sowa Financial Group first reported a position in MO in Q4 2019 and has held it in 24 quarters since. 2,538 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Sowa Financial Group held 10,850 shares of Altria Group worth $781K as of Q2 2026.
  • Sowa Financial Group sold 266 Altria Group shares in Q2 2026, an estimated $18.6K.
  • Altria Group made up 0.36% of Sowa Financial Group's portfolio in Q2 2026, its #21 holding.
  • Sowa Financial Group first reported a position in Altria Group in Q4 2019 and has held it in 24 quarters since.
  • 2,538 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.