VFG
MO icon

V2 Financial group’s Altria Group MO Stock Holding History

V2 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 		$302K Sell
4,582
-87
-2% -$5.6K 0.14% 83
2025
Q4 		$269K Buy
4,669
+469
+11% +$28.3K 0.13% 81
2025
Q3 		$277K Sell
4,200
-3,095
-42% -$196K 0.15% 74
2025
Q2 		$428K Sell
7,295
-695
-9% -$40.8K 0.26% 50
2025
Q1 		$480K Sell
7,990
-394
-5% -$21.5K 0.31% 45
2024
Q4 		$438K Sell
8,384
-294
-3% -$15.7K 0.27% 49
2024
Q3 		$443K Sell
8,678
-300
-3% -$15.2K 0.29% 43
2024
Q2 		$454K Sell
8,978
-1,188
-12% -$52.7K 0.3% 42
2024
Q1 		$443K Buy
10,166
+406
+4% +$16.8K 0.3% 42
2023
Q4 		$394K Sell
9,760
-944
-9% -$39K 0.27% 42
2023
Q3 		$450K Buy
10,704
+4,005
+60% +$177K 0.34% 38
2023
Q2 		$303K Buy
6,699
+48
+0.7% +$2.17K 0.22% 46
2023
Q1 		$297K Sell
6,651
-74
-1% -$3.4K 0.21% 49
2022
Q4 		$307K Sell
6,725
-323
-5% -$14.6K 0.24% 48
2022
Q3 		$285K Buy
7,048
+300
+4% +$13.1K 0.25% 45
2022
Q2 		$282K Sell
6,748
-6,800
-50% -$352K 0.23% 49
2022
Q1 		$708K Sell
13,548
-103,959
-88% -$5.3M 0.54% 32
2021
Q4 		$5.57M Buy
117,507
+40,757
+53% +$1.87M 4.32% 2
2021
Q3 		$3.49M Sell
76,750
-3,588
-4% -$173K 3.01% 6
2021
Q2 		$3.83M Sell
80,338
-3,743
-4% -$184K 3.25% 4
2021
Q1 		$4.3M Buy
84,081
+65,907
+363% +$2.95M 3.88% 2
2020
Q4 		$745K Buy
+18,174
New +$730K 0.75% 19

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

V2 Financial group's MO Position: Q1 2026 in Review

V2 Financial group reduced its Altria Group (MO) stake by 1.9% in Q1 2026, selling an estimated $5.6K and leaving 4,582 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #83.

V2 Financial group first reported a position in MO in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.57M in Q4 2021. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • V2 Financial group held 4,582 shares of Altria Group worth $302K as of Q1 2026.
  • V2 Financial group sold 87 Altria Group shares in Q1 2026, an estimated $5.6K.
  • Altria Group made up 0.14% of V2 Financial group's portfolio in Q1 2026, its #83 holding.
  • V2 Financial group first reported a position in Altria Group in Q4 2020 and has held it in 22 quarters since.
  • V2 Financial group's Altria Group position peaked at $5.57M in Q4 2021.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.