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Swisher Financial Concepts’s Altria Group MO Stock Holding History

Swisher 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 		$668K Buy
10,116
+91
+0.9% +$5.86K 0.37% 41
2025
Q4 		$578K Hold
10,025
– – 0.33% 49
2025
Q3 		$662K Hold
10,025
– – 0.4% 44
2025
Q2 		$588K Buy
+10,025
New +$589K 0.38% 47

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Swisher Financial Concepts increased its Altria Group (MO) stake by 0.91% in Q1 2026, buying an estimated $5.86K and bringing the position to 10,116 shares worth $668K. The position accounts for 0.37% of the portfolio, ranked #41.

Swisher Financial Concepts first reported a position in MO in Q2 2025 and has held it in 4 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Swisher Financial Concepts held 10,116 shares of Altria Group worth $668K as of Q1 2026.
  • Swisher Financial Concepts bought 91 Altria Group shares in Q1 2026, an estimated $5.86K.
  • Altria Group made up 0.37% of Swisher Financial Concepts's portfolio in Q1 2026, its #41 holding.
  • Swisher Financial Concepts first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.