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Stonebridge Financial Group (Missouri)’s Altria Group MO Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$301K Sell
4,184
-1,064
-20% -$74.3K 0.2% 116
2026
Q1 		$346K Buy
5,248
+308
+6% +$19.8K 0.29% 99
2025
Q4 		$285K Buy
+4,940
New +$298K 0.25% 108

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

Stonebridge Financial Group (Missouri)'s MO Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Altria Group (MO) stake by 20% in Q2 2026, selling an estimated $74.3K and leaving 4,184 shares worth $301K. The position accounts for 0.2% of the portfolio, ranked #116.

Stonebridge Financial Group (Missouri) first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $346K in Q1 2026. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 4,184 shares of Altria Group worth $301K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 1,064 Altria Group shares in Q2 2026, an estimated $74.3K.
  • Altria Group made up 0.2% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #116 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Missouri)'s Altria Group position peaked at $346K in Q1 2026.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.