Strategic Financial Concepts’s Altria Group MO Stock Holding History

Strategic Financial Concepts’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 Q1	$642K	Buy	9,733 +5,492	+129%	+$353K	0.16%	133
2025 Q4	$245K	Sell	4,241 -6,102	-59%	-$368K	0.22%	96
2025 Q3	$683K	Buy	10,343 +695	+7%	+$44K	0.1%	110
2025 Q2	$566K	Buy	9,648 +94	+1%	+$5.52K	0.08%	133
2025 Q1	$573K	Sell	9,554 -495	-5%	-$27K	0.11%	180
2024 Q4	$525K	Buy	10,049 +4,617	+85%	+$246K	0.1%	174
2024 Q3	$277K	Sell	5,432 -273,748	-98%	-$13.8M	0.09%	188
2024 Q2	$238K	Buy	279,180 +268,785	+2,586%	+$11.9M	0.14%	113
2024 Q1	$453K	Buy	10,395 +4,686	+82%	+$194K	0.11%	175
2023 Q4	$230K	Sell	5,709 -3,802	-40%	-$157K	0.14%	121
2023 Q3	$400K	Sell	9,511 -486	-5%	-$21.5K	0.14%	151
2023 Q2	$453K	Sell	9,997 -711	-7%	-$32.2K	0.17%	130
2023 Q1	$478K	Buy	+10,708	New	+$492K	0.19%	118

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Financial Concepts's MO Position: Q1 2026 in Review

Strategic Financial Concepts increased its Altria Group (MO) stake by 129% in Q1 2026, buying an estimated $353K and bringing the position to 9,733 shares worth $642K. The position accounts for 0.16% of the portfolio, ranked #133.

Strategic Financial Concepts first reported a position in MO in Q1 2023 and has held it in 13 quarters since. The position peaked at $683K in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Strategic Financial Concepts held 9,733 shares of Altria Group worth $642K as of Q1 2026.
Strategic Financial Concepts bought 5,492 Altria Group shares in Q1 2026, an estimated $353K.
Altria Group made up 0.16% of Strategic Financial Concepts's portfolio in Q1 2026, its #133 holding.
Strategic Financial Concepts first reported a position in Altria Group in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's Altria Group position peaked at $683K in Q3 2025.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.