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Summit Financial’s Altria Group MO Stock Holding History

Summit Financial’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 		$5.59M Buy
76,585
+6,468
+9% +$451K 0.06% 318
2026
Q1 		$4.7M Buy
70,117
+7,374
+12% +$474K 0.06% 333
2025
Q4 		$3.68M Buy
62,743
+820
+1% +$49.5K 0.05% 331
2025
Q3 		$4.09M Buy
61,923
+4,591
+8% +$291K 0.06% 301
2025
Q2 		$3.42M Buy
57,332
+19,476
+51% +$1.14M 0.08% 213
2025
Q1 		$2.27M Buy
37,856
+363
+1% +$19.8K 0.06% 239
2024
Q4 		$2M Buy
37,493
+7,229
+24% +$385K 0.07% 213
2024
Q3 		$1.58M Buy
30,264
+6,897
+30% +$349K 0.06% 198
2024
Q2 		$1.08M Buy
23,367
+14,235
+156% +$632K 0.05% 214
2024
Q1 		$407K Buy
9,132
+2,653
+41% +$110K 0.02% 287
2023
Q4 		$268K Sell
6,479
-40
-0.6% -$1.65K 0.02% 306
2023
Q3 		$280K Sell
6,519
-3,726
-36% -$165K 0.02% 293
2023
Q2 		$474K Sell
10,245
-363
-3% -$16.4K 0.03% 231
2023
Q1 		$483K Buy
10,608
+337
+3% +$15.5K 0.04% 172
2022
Q4 		$469K Buy
10,271
+59
+0.6% +$2.67K 0.04% 176
2022
Q3 		$422K Buy
10,212
+2,753
+37% +$120K 0.04% 184
2022
Q2 		$318K Sell
7,459
-873
-10% -$45.2K 0.03% 192
2022
Q1 		$443K Buy
8,332
+105
+1% +$5.35K 0.03% 189
2021
Q4 		$397K Buy
8,227
+138
+2% +$6.32K 0.03% 187
2021
Q3 		$375K Buy
+8,089
New +$391K 0.03% 169

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

Summit Financial's MO Position: Q2 2026 in Review

Summit Financial increased its Altria Group (MO) stake by 9.2% in Q2 2026, buying an estimated $451K and bringing the position to 76,585 shares worth $5.59M. The position accounts for 0.06% of the portfolio, ranked #318.

Summit Financial first reported a position in MO in Q3 2021 and has held it in 20 quarters since. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Summit Financial held 76,585 shares of Altria Group worth $5.59M as of Q2 2026.
  • Summit Financial bought 6,468 Altria Group shares in Q2 2026, an estimated $451K.
  • Altria Group made up 0.06% of Summit Financial's portfolio in Q2 2026, its #318 holding.
  • Summit Financial first reported a position in Altria Group in Q3 2021 and has held it in 20 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.