USA Financial Formulas’s Altria Group MO Stock Holding History

USA Financial Formulas’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	$49.6K	Buy	690 +679	+6,173%	+$47.4K	0.01%	283
2026 Q1	$726	Hold	11	–	–	﹤0.01%	360
2025 Q4	$634	Buy	+11	New	+$664	﹤0.01%	346
2024 Q3	–	Sell	-2,115	Closed	-$96.3K	–	335
2024 Q2	$96.3K	Buy	+2,115	New	+$93.8K	0.02%	188
2021 Q4	–	Sell	-1,243	Closed	-$57K	–	457
2021 Q3	$57K	Buy	1,243 +1,215	+4,339%	+$58.7K	0.05%	196
2021 Q2	$1K	Buy	+28	New	+$1.38K	﹤0.01%	357
2016 Q4	–	Sell	-58,791	Closed	-$3.72M	–	315
2016 Q3	$3.72M	Sell	58,791 -2,178	-4%	-$145K	0.95%	23
2016 Q2	$4.2M	Buy	+60,969	New	+$3.9M	1.15%	14
2015 Q2	–	Sell	-56,753	Closed	-$2.84M	–	256
2015 Q1	$2.84M	Sell	56,753 -496	-0.9%	-$26.3K	0.93%	26
2014 Q4	$2.82M	Buy	+57,249	New	+$2.79M	0.97%	20

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

USA Financial Formulas's MO Position: Q2 2026 in Review

USA Financial Formulas increased its Altria Group (MO) stake by 6,173% in Q2 2026, buying an estimated $47.4K and bringing the position to 690 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #283.

USA Financial Formulas first reported a position in MO in Q4 2014 and has held it in 10 quarters since. The position peaked at $4.2M in Q2 2016. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

USA Financial Formulas held 690 shares of Altria Group worth $49.6K as of Q2 2026.
USA Financial Formulas bought 679 Altria Group shares in Q2 2026, an estimated $47.4K.
Altria Group made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #283 holding.
USA Financial Formulas first reported a position in Altria Group in Q4 2014 and has held it in 10 quarters since.
USA Financial Formulas's Altria Group position peaked at $4.2M in Q2 2016.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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