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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
Q2 		$359K Sell
4,987
-4,746
-49% -$331K 0.11% 164
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 Buy
5,432
+198
+4% +$10K 0.09% 188
2024
Q2 		$238K Sell
5,234
-5,161
-50% -$229K 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
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

Strategic Financial Concepts's MO Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Altria Group (MO) stake by 49% in Q2 2026, selling an estimated $331K and leaving 4,987 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #164.

Strategic Financial Concepts first reported a position in MO in Q1 2023 and has held it in 14 quarters since. The position peaked at $683K in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Strategic Financial Concepts held 4,987 shares of Altria Group worth $359K as of Q2 2026.
  • Strategic Financial Concepts sold 4,746 Altria Group shares in Q2 2026, an estimated $331K.
  • Altria Group made up 0.11% of Strategic Financial Concepts's portfolio in Q2 2026, its #164 holding.
  • Strategic Financial Concepts first reported a position in Altria Group in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's Altria Group position peaked at $683K in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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