Acima Private Wealth’s Altria Group MO Stock Holding History

Acima Private Wealth’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	$220K	Sell	3,272 -229	-7%	-$15.9K	0.06%	111
2026 Q2	$252K	Hold	3,501	–	–	0.07%	107
2026 Q1	$231K	Hold	3,501	–	–	0.07%	111
2025 Q4	$202K	Hold	3,501	–	–	0.06%	113
2025 Q3	$231K	Buy	3,501 +49	+1%	+$3.1K	0.07%	113
2025 Q2	$202K	Hold	3,452	–	–	0.07%	115
2025 Q1	$207K	Hold	3,452	–	–	0.07%	115
2024 Q4	$181K	Hold	3,452	–	–	0.06%	121
2024 Q3	$176K	Hold	3,452	–	–	0.06%	122
2024 Q2	$157K	Hold	3,452	–	–	0.06%	121
2024 Q1	$151K	Hold	3,452	–	–	0.06%	129
2023 Q4	$139K	Hold	3,452	–	–	0.05%	136
2023 Q3	$145K	Hold	3,452	–	–	0.06%	138
2023 Q2	$156K	Hold	3,452	–	–	0.07%	138
2023 Q1	$154K	Hold	3,452	–	–	0.08%	136
2022 Q4	$158K	Hold	3,452	–	–	0.08%	132
2022 Q3	$139K	Hold	3,452	–	–	0.07%	130
2022 Q2	$144K	Hold	3,452	–	–	0.07%	132
2022 Q1	$180K	Hold	3,452	–	–	0.08%	134
2021 Q4	$164K	Hold	3,452	–	–	0.07%	136
2021 Q3	$157K	Hold	3,452	–	–	0.07%	135
2021 Q2	$165K	Hold	3,452	–	–	0.08%	133
2021 Q1	$177K	Hold	3,452	–	–	0.09%	127
2020 Q4	$142K	Hold	3,452	–	–	0.07%	131
2020 Q3	$133K	Sell	3,452 -1,018	-23%	-$42.4K	0.08%	127
2020 Q2	$175K	Sell	4,470 -54	-1%	-$2.11K	0.11%	123
2020 Q1	$175K	Sell	4,524 -568	-11%	-$25.2K	0.13%	118
2019 Q4	$254K	Hold	5,092	–	–	0.18%	123
2019 Q3	$208K	Buy	5,092 +23	+0.5%	+$1.06K	0.16%	129
2019 Q2	$240K	Buy	5,069 +97	+2%	+$5.08K	0.19%	107
2019 Q1	$286K	Buy	4,972 +846	+21%	+$43.2K	0.24%	93
2018 Q4	$204K	Buy	+4,126	New	+$239K	0.2%	106

Other funds holding MO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Acima Private Wealth's MO Position: Q3 2026 in Review

Acima Private Wealth reduced its Altria Group (MO) stake by 6.5% in Q3 2026, selling an estimated $15.9K and leaving 3,272 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #111.

Acima Private Wealth first reported a position in MO in Q4 2018 and has held it in 32 quarters since. The position peaked at $286K in Q1 2019. 288 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Acima Private Wealth held 3,272 shares of Altria Group worth $220K as of Q3 2026.
Acima Private Wealth sold 229 Altria Group shares in Q3 2026, an estimated $15.9K.
Altria Group made up 0.06% of Acima Private Wealth's portfolio in Q3 2026, its #111 holding.
Acima Private Wealth first reported a position in Altria Group in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Altria Group position peaked at $286K in Q1 2019.
288 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.