Rothwell Investment Advisors, LLC’s Altria Group MO Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$8.76K	Buy	+130	New	+$9.03K	﹤0.01%	799

Other funds holding MO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Altria Group (MO) in Q3 2026: 130 shares worth $8.76K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings.

1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Rothwell Investment Advisors, LLC held 130 shares of Altria Group worth $8.76K as of Q3 2026.
Altria Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Altria Group made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #799 holding.
1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.