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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
Q2 		$544K Buy
7,558
+334
+5% +$23.3K 0.04% 134
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
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

SYM Financial Corp's MO Position: Q2 2026 in Review

SYM Financial Corp increased its Altria Group (MO) stake by 4.6% in Q2 2026, buying an estimated $23.3K and bringing the position to 7,558 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #134.

SYM Financial Corp first reported a position in MO in Q4 2017 and has held it in 10 quarters since. The position peaked at $649K in Q2 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • SYM Financial Corp held 7,558 shares of Altria Group worth $544K as of Q2 2026.
  • SYM Financial Corp bought 334 Altria Group shares in Q2 2026, an estimated $23.3K.
  • Altria Group made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #134 holding.
  • SYM Financial Corp first reported a position in Altria Group in Q4 2017 and has held it in 10 quarters since.
  • SYM Financial Corp's Altria Group position peaked at $649K in Q2 2025.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.