XF
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XML Financial’s Altria Group MO Stock Holding History

XML 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 		$912K Buy
12,678
+308
+2% +$21.5K 0.07% 194
2026
Q1 		$816K Buy
12,370
+144
+1% +$9.27K 0.07% 208
2025
Q4 		$705K Sell
12,226
-105
-0.9% -$6.34K 0.06% 217
2025
Q3 		$815K Sell
12,331
-2,074
-14% -$131K 0.07% 194
2025
Q2 		$845K Sell
14,405
-22,669
-61% -$1.33M 0.07% 190
2025
Q1 		$2.23M Sell
37,074
-296
-0.8% -$16.2K 0.21% 104
2024
Q4 		$1.95M Buy
37,370
+10,781
+41% +$574K 0.18% 121
2024
Q3 		$1.36M Sell
26,589
-697
-3% -$35.2K 0.13% 147
2024
Q2 		$1.24M Sell
27,286
-11
-0% -$488 0.13% 144
2024
Q1 		$1.19M Sell
27,297
-400
-1% -$16.6K 0.12% 150
2023
Q4 		$1.12M Buy
27,697
+2,054
+8% +$84.9K 0.12% 151
2023
Q3 		$1.08M Buy
25,643
+1,322
+5% +$58.4K 0.13% 146
2023
Q2 		$1.1M Buy
24,321
+279
+1% +$12.6K 0.13% 150
2023
Q1 		$1.07M Buy
24,042
+1,258
+6% +$57.8K 0.13% 145
2022
Q4 		$1.04M Buy
22,784
+805
+4% +$36.5K 0.13% 144
2022
Q3 		$888K Buy
21,979
+294
+1% +$12.8K 0.12% 148
2022
Q2 		$906K Buy
21,685
+217
+1% +$11.2K 0.2% 93
2022
Q1 		$1.12M Sell
21,468
-454
-2% -$23.1K 0.13% 148
2021
Q4 		$1.04M Sell
21,922
-2,874
-12% -$132K 0.13% 152
2021
Q3 		$1.13M Buy
24,796
+456
+2% +$22K 0.15% 138
2021
Q2 		$1.16M Sell
24,340
-464
-2% -$22.8K 0.26% 77
2021
Q1 		$1.27M Buy
24,804
+1,691
+7% +$75.8K 0.31% 70
2020
Q4 		$948K Buy
23,113
+2,605
+13% +$105K 0.25% 82
2020
Q3 		$792K Sell
20,508
-3,253
-14% -$135K 0.25% 87
2020
Q2 		$933K Buy
23,761
+1,064
+5% +$41.5K 0.32% 71
2020
Q1 		$878K Buy
22,697
+6,224
+38% +$276K 0.38% 68
2019
Q4 		$822K Buy
+16,473
New +$777K 0.3% 72

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 $3.38T AUM 44.17% 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

XML Financial's MO Position: Q2 2026 in Review

XML Financial increased its Altria Group (MO) stake by 2.5% in Q2 2026, buying an estimated $21.5K and bringing the position to 12,678 shares worth $912K. The position accounts for 0.07% of the portfolio, ranked #194.

XML Financial first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.23M in Q1 2025. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • XML Financial held 12,678 shares of Altria Group worth $912K as of Q2 2026.
  • XML Financial bought 308 Altria Group shares in Q2 2026, an estimated $21.5K.
  • Altria Group made up 0.07% of XML Financial's portfolio in Q2 2026, its #194 holding.
  • XML Financial first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Altria Group position peaked at $2.23M in Q1 2025.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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