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Taylor Financial Group’s Altria Group MO Stock Holding History

Taylor Financial Group’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
6,288
– – 0.25% 71
2026
Q1 		$415K Hold
6,288
– – 0.25% 72
2025
Q4 		$363K Hold
6,288
– – 0.21% 78
2025
Q3 		$415K Hold
6,288
– – 0.24% 74
2025
Q2 		$369K Sell
6,288
-650
-9% -$38.2K 0.23% 77
2025
Q1 		$416K Sell
6,938
-486
-7% -$26.5K 0.29% 69
2024
Q4 		$388K Buy
7,424
+250
+3% +$13.3K 0.27% 69
2024
Q3 		$366K Hold
7,174
– – 0.25% 72
2024
Q2 		$327K Hold
7,174
– – 0.25% 72
2024
Q1 		$313K Sell
7,174
-115
-2% -$4.77K 0.24% 74
2023
Q4 		$294K Buy
+7,289
New +$301K 0.24% 73

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

Taylor Financial Group's MO Position: Q2 2026 in Review

Taylor Financial Group held its Altria Group (MO) position steady in Q2 2026 at 6,288 shares worth $452K. The position accounts for 0.25% of the portfolio, ranked #71.

Taylor Financial Group first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Taylor Financial Group held 6,288 shares of Altria Group worth $452K as of Q2 2026.
  • Taylor Financial Group left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.25% of Taylor Financial Group's portfolio in Q2 2026, its #71 holding.
  • Taylor Financial Group first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.