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Vision Financial Markets’s Altria Group MO Stock Holding History

Vision Financial Markets’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 		$14.4K Hold
200
– – 0.01% 219
2026
Q1 		$13.2K Hold
200
– – 0.01% 212
2025
Q4 		$11.5K Hold
200
– – 0.01% 216
2025
Q3 		$13.2K Hold
200
– – 0.01% 225
2025
Q2 		$11.7K Sell
200
-5,900
-97% -$346K 0.01% 219
2025
Q1 		$366K Buy
6,100
+5,900
+2,950% +$322K 0.4% 42
2024
Q4 		$10.5K Buy
+200
New +$10.7K 0.01% 174

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

Vision Financial Markets's MO Position: Q2 2026 in Review

Vision Financial Markets held its Altria Group (MO) position steady in Q2 2026 at 200 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #219.

Vision Financial Markets first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $366K in Q1 2025. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Vision Financial Markets held 200 shares of Altria Group worth $14.4K as of Q2 2026.
  • Vision Financial Markets left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #219 holding.
  • Vision Financial Markets first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's Altria Group position peaked at $366K in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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