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Symphony Financial’s Altria Group MO Stock Holding History

Symphony Financial’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 		$6.5M Buy
87,957
+2,702
+3% +$189K 0.71% 40
2026
Q1 		$5.66M Sell
85,255
-294
-0.3% -$18.9K 0.75% 41
2025
Q4 		$4.94M Sell
85,549
-28,476
-25% -$1.72M 0.66% 39
2025
Q3 		$7.49M Sell
114,025
-807
-0.7% -$51.1K 0.91% 35
2025
Q2 		$6.9M Buy
114,832
+87,659
+323% +$5.15M 0.9% 30
2025
Q1 		$1.56M Sell
27,173
-78,986
-74% -$4.31M 0.93% 28
2024
Q4 		$5.45M Sell
106,159
-34,490
-25% -$1.84M 0.86% 31
2024
Q3 		$7.17M Buy
140,649
+2,546
+2% +$129K 1.19% 24
2024
Q2 		$6.29M Buy
138,103
+15,040
+12% +$667K 1.15% 23
2024
Q1 		$5.37M Buy
123,063
+2,865
+2% +$119K 1.25% 23
2023
Q4 		$4.94M Buy
+120,198
New +$4.97M 1.06% 25
2023
Q3 		– Sell
-112,412
Closed -$5.06M – 181
2023
Q2 		$5.06M Buy
112,412
+1,617
+1% +$73.2K 1.24% 24
2023
Q1 		$4.93M Buy
110,795
+7,379
+7% +$339K 1.28% 21
2022
Q4 		$4.7M Buy
103,416
+44,396
+75% +$2.01M 1.24% 20
2022
Q3 		$2.43M Buy
59,020
+25,758
+77% +$1.12M 0.79% 30
2022
Q2 		$1.39M Sell
33,262
-2,622
-7% -$136K 0.41% 50
2022
Q1 		$1.93M Buy
35,884
+3,482
+11% +$177K 0.45% 48
2021
Q4 		$1.55M Buy
32,402
+4,610
+17% +$211K 0.43% 47
2021
Q3 		$1.35M Buy
27,792
+2,752
+11% +$133K 0.47% 45
2021
Q2 		$1.19M Buy
25,040
+6,161
+33% +$303K 0.4% 50
2021
Q1 		$970K Buy
+18,879
New +$846K 0.26% 65

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

Symphony Financial's MO Position: Q2 2026 in Review

Symphony Financial increased its Altria Group (MO) stake by 3.2% in Q2 2026, buying an estimated $189K and bringing the position to 87,957 shares worth $6.5M. The position accounts for 0.71% of the portfolio, ranked #40.

Symphony Financial first reported a position in MO in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.49M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Symphony Financial held 87,957 shares of Altria Group worth $6.5M as of Q2 2026.
  • Symphony Financial bought 2,702 Altria Group shares in Q2 2026, an estimated $189K.
  • Altria Group made up 0.71% of Symphony Financial's portfolio in Q2 2026, its #40 holding.
  • Symphony Financial first reported a position in Altria Group in Q1 2021 and has held it in 21 quarters since.
  • Symphony Financial's Altria Group position peaked at $7.49M in Q3 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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