VFM
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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
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 $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

Vision Financial Markets's MO Position: Q1 2026 in Review

Vision Financial Markets held its Altria Group (MO) position steady in Q1 2026 at 200 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #212.

Vision Financial Markets first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $366K in Q1 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Vision Financial Markets held 200 shares of Altria Group worth $13.2K as of Q1 2026.
  • Vision Financial Markets left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.01% of Vision Financial Markets's portfolio in Q1 2026, its #212 holding.
  • Vision Financial Markets first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Vision Financial Markets's Altria Group position peaked at $366K in Q1 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.