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Widmann Financial Services’s Altria Group MO Stock Holding History

Widmann Financial Services’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 		$1.31M Sell
18,213
-1,099
-6% -$76.7K 0.7% 39
2026
Q1 		$1.27M Buy
19,312
+1,007
+6% +$64.8K 0.76% 39
2025
Q4 		$1.06M Sell
18,305
-549
-3% -$33.1K 0.65% 41
2025
Q3 		$1.25M Sell
18,854
-143
-0.8% -$9.06K 0.78% 36
2025
Q2 		$1.11M Sell
18,997
-83
-0.4% -$4.87K 0.78% 38
2025
Q1 		$1.15M Buy
19,080
+189
+1% +$10.3K 0.89% 33
2024
Q4 		$988K Buy
18,891
+330
+2% +$17.6K 0.76% 43
2024
Q3 		$947K Buy
18,561
+213
+1% +$10.8K 0.72% 44
2024
Q2 		$836K Sell
18,348
-192
-1% -$8.52K 0.68% 46
2024
Q1 		$809K Sell
18,540
-188
-1% -$7.79K 0.68% 48
2023
Q4 		$755K Sell
18,728
-934
-5% -$38.6K 0.68% 47
2023
Q3 		$827K Sell
19,662
-71
-0.4% -$3.14K 0.82% 41
2023
Q2 		$894K Sell
19,733
-334
-2% -$15.1K 0.86% 40
2023
Q1 		$895K Sell
20,067
-389
-2% -$17.9K 0.9% 39
2022
Q4 		$935K Buy
20,456
+17
+0.1% +$770 0.98% 36
2022
Q3 		$825K Buy
20,439
+404
+2% +$17.6K 0.91% 39
2022
Q2 		$836K Buy
20,035
+164
+0.8% +$8.49K 0.87% 42
2022
Q1 		$1.04M Buy
19,871
+216
+1% +$11K 0.92% 36
2021
Q4 		$931K Buy
+19,655
New +$901K 0.77% 40

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

Widmann Financial Services's MO Position: Q2 2026 in Review

Widmann Financial Services reduced its Altria Group (MO) stake by 5.7% in Q2 2026, selling an estimated $76.7K and leaving 18,213 shares worth $1.31M. The position accounts for 0.7% of the portfolio, ranked #39.

Widmann Financial Services first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Widmann Financial Services held 18,213 shares of Altria Group worth $1.31M as of Q2 2026.
  • Widmann Financial Services sold 1,099 Altria Group shares in Q2 2026, an estimated $76.7K.
  • Altria Group made up 0.7% of Widmann Financial Services's portfolio in Q2 2026, its #39 holding.
  • Widmann Financial Services first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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