VPF
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Vantage Point Financial’s Altria Group MO Stock Holding History

Vantage Point 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
Q2 		$310K Buy
4,303
+145
+3% +$10.1K 0.09% 141
2026
Q1 		$274K Buy
4,158
+120
+3% +$7.72K 0.1% 138
2025
Q4 		$233K Sell
4,038
-41
-1% -$2.48K 0.08% 149
2025
Q3 		$269K Sell
4,079
-3
-0.1% -$190 0.1% 130
2025
Q2 		$239K Buy
+4,082
New +$240K 0.11% 130

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

Vantage Point Financial's MO Position: Q2 2026 in Review

Vantage Point Financial increased its Altria Group (MO) stake by 3.5% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,303 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #141.

Vantage Point Financial first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Vantage Point Financial held 4,303 shares of Altria Group worth $310K as of Q2 2026.
  • Vantage Point Financial bought 145 Altria Group shares in Q2 2026, an estimated $10.1K.
  • Altria Group made up 0.09% of Vantage Point Financial's portfolio in Q2 2026, its #141 holding.
  • Vantage Point Financial first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.