SYM Financial Corp’s Altria Group MO Stock Holding History

SYM Financial Corp’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	$477K	Buy	7,224 +109	+2%	+$7.01K	0.05%	137
2025 Q4	$410K	Sell	7,115 -1,436	-17%	-$86.7K	0.04%	160
2025 Q3	$565K	Sell	8,551 -2,517	-23%	-$159K	0.06%	102
2025 Q2	$649K	Buy	11,068 +1,701	+18%	+$99.9K	0.07%	97
2025 Q1	$562K	Sell	9,367 -230	-2%	-$12.6K	0.07%	94
2024 Q4	$502K	Sell	9,597 -385	-4%	-$20.5K	0.06%	95
2024 Q3	$509K	Buy	9,982 +1,576	+19%	+$79.7K	0.07%	71
2024 Q2	$383K	Buy	+8,406	New	+$373K	0.06%	75
2018 Q1	–	Sell	-3,191	Closed	-$228K	–	72
2017 Q4	$228K	Buy	+3,191	New	+$214K	0.1%	42

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

SYM Financial Corp's MO Position: Q1 2026 in Review

SYM Financial Corp increased its Altria Group (MO) stake by 1.5% in Q1 2026, buying an estimated $7.01K and bringing the position to 7,224 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #137.

SYM Financial Corp first reported a position in MO in Q4 2017 and has held it in 9 quarters since. The position peaked at $649K in Q2 2025. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

SYM Financial Corp held 7,224 shares of Altria Group worth $477K as of Q1 2026.
SYM Financial Corp bought 109 Altria Group shares in Q1 2026, an estimated $7.01K.
Altria Group made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #137 holding.
SYM Financial Corp first reported a position in Altria Group in Q4 2017 and has held it in 9 quarters since.
SYM Financial Corp's Altria Group position peaked at $649K in Q2 2025.
2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.