Symphony Financial Services’s Altria Group MO Stock Holding History

Symphony Financial Services’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	$649K	Sell	9,020 -25	-0.3%	-$1.75K	0.29%	47
2026 Q1	$597K	Buy	9,045 +39	+0.4%	+$2.51K	0.31%	48
2025 Q4	$519K	Buy	9,006 +54	+0.6%	+$3.26K	0.27%	55
2025 Q3	$591K	Sell	8,952 -307	-3%	-$19.4K	0.32%	43
2025 Q2	$543K	Sell	9,259 -20	-0.2%	-$1.18K	0.32%	40
2025 Q1	$557K	Buy	9,279 +546	+6%	+$29.8K	0.36%	37
2024 Q4	$456K	Sell	8,733 -1,083	-11%	-$57.7K	0.37%	44
2024 Q3	$470K	Buy	9,816 +400	+4%	+$20.2K	0.4%	43
2024 Q2	$459K	Buy	+9,416	New	+$418K	0.39%	46

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Symphony Financial Services's MO Position: Q2 2026 in Review

Symphony Financial Services reduced its Altria Group (MO) stake by 0.28% in Q2 2026, selling an estimated $1.75K and leaving 9,020 shares worth $649K. The position accounts for 0.29% of the portfolio, ranked #47.

Symphony Financial Services first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Symphony Financial Services held 9,020 shares of Altria Group worth $649K as of Q2 2026.
Symphony Financial Services sold 25 Altria Group shares in Q2 2026, an estimated $1.75K.
Altria Group made up 0.29% of Symphony Financial Services's portfolio in Q2 2026, its #47 holding.
Symphony Financial Services first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.