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

Stonebridge Financial Group (Pennsylvania)’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 		$879K Buy
12,214
+91
+0.8% +$6.35K 0.07% 135
2026
Q1 		$800K Buy
+12,123
New +$780K 0.07% 137
2025
Q2 		– Sell
-2,165
Closed -$130K – 652
2025
Q1 		$130K Buy
2,165
+17
+0.8% +$928 0.01% 264
2024
Q4 		$112K Buy
+2,148
New +$114K 0.01% 280

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) increased its Altria Group (MO) stake by 0.75% in Q2 2026, buying an estimated $6.35K and bringing the position to 12,214 shares worth $879K. The position accounts for 0.07% of the portfolio, ranked #135.

Stonebridge Financial Group (Pennsylvania) first reported a position in MO in Q4 2024 and has held it in 4 quarters since. 2,214 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 12,214 shares of Altria Group worth $879K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 91 Altria Group shares in Q2 2026, an estimated $6.35K.
  • Altria Group made up 0.07% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #135 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Altria Group in Q4 2024 and has held it in 4 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.