SFC
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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
Q2 		$2.23K Sell
31
-10,085
-100% -$704K ﹤0.01% 107
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 $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 $3.38T AUM 44.17% 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

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

Swisher Financial Concepts reduced its Altria Group (MO) stake by 100% in Q2 2026, selling an estimated $704K and leaving 31 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #107.

Swisher Financial Concepts first reported a position in MO in Q2 2025 and has held it in 5 quarters since. The position peaked at $668K in Q1 2026. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Swisher Financial Concepts held 31 shares of Altria Group worth $2.23K as of Q2 2026.
  • Swisher Financial Concepts sold 10,085 Altria Group shares in Q2 2026, an estimated $704K.
  • Altria Group made up ﹤0.01% of Swisher Financial Concepts's portfolio in Q2 2026, its #107 holding.
  • Swisher Financial Concepts first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • Swisher Financial Concepts's Altria Group position peaked at $668K in Q1 2026.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.