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 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 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

Tandem Financial's MO Position: Q1 2026 in Review

Tandem Financial reduced its Altria Group (MO) stake by 52% in Q1 2026, selling an estimated $431K and leaving 6,188 shares worth $415K. The position accounts for 0.13% of the portfolio, ranked #75.

Tandem Financial first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $756K in Q1 2025. 2,487 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Tandem Financial held 6,188 shares of Altria Group worth $415K as of Q1 2026.
Tandem Financial sold 6,696 Altria Group shares in Q1 2026, an estimated $431K.
Altria Group made up 0.13% of Tandem Financial's portfolio in Q1 2026, its #75 holding.
Tandem Financial first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
Tandem Financial's Altria Group position peaked at $756K in Q1 2025.
2,487 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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