TF
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Tandem Financial’s Altria Group MO Stock Holding History

Tandem 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 		$452K Hold
6,188
– – 0.14% 74
2026
Q1 		$415K Sell
6,188
-6,696
-52% -$431K 0.13% 75
2025
Q4 		$687K Buy
12,884
+7,175
+126% +$433K 0.82% 27
2025
Q3 		$383K Sell
5,709
-100
-2% -$6.33K 0.14% 73
2025
Q2 		$350K Sell
5,809
-6,575
-53% -$386K 0.33% 41
2025
Q1 		$756K Sell
12,384
-500
-4% -$27.3K 0.82% 28
2024
Q4 		$687K Buy
+12,884
New +$686K 0.73% 29

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

Tandem Financial's MO Position: Q2 2026 in Review

Tandem Financial held its Altria Group (MO) position steady in Q2 2026 at 6,188 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #74.

Tandem Financial first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $756K in Q1 2025. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Tandem Financial held 6,188 shares of Altria Group worth $452K as of Q2 2026.
  • Tandem Financial left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.14% of Tandem Financial's portfolio in Q2 2026, its #74 holding.
  • Tandem Financial first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Tandem Financial's Altria Group position peaked at $756K in Q1 2025.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.