Team Financial Group’s Altria Group MO Stock Holding History

Team 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 Q1	–	Sell	-49	Closed	-$2.81K	–	277
2025 Q4	$2.81K	Buy	49 +1	+2%	+$60	﹤0.01%	234
2025 Q3	$3.17K	Buy	48 +1	+2%	+$63	﹤0.01%	225
2025 Q2	$2.77K	Buy	+47	New	+$2.76K	﹤0.01%	223
2024 Q1	–	Sell	-42	Closed	-$1.69K	–	144
2023 Q4	$1.69K	Buy	42 +1	+2%	+$41	﹤0.01%	186
2023 Q3	$1.76K	Buy	+41	New	+$1.81K	﹤0.01%	181

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

Team Financial Group's MO Position: Q1 2026 in Review

Team Financial Group sold out of Altria Group (MO) in Q1 2026, closing a stake of 49 shares — an estimated $2.81K sold.

Team Financial Group first reported a position in MO in Q3 2023 and held it in 5 quarters. The position peaked at $3.17K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Team Financial Group reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Team Financial Group sold 49 Altria Group shares in Q1 2026, an estimated $2.81K.
Team Financial Group first reported a position in Altria Group in Q3 2023 and held it in 5 quarters.
Team Financial Group's Altria Group position peaked at $3.17K in Q3 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Team Financial Group's 13F filing for Q1 2026, filed 4 May 2026.