Act Wealth Management
MO icon

Act Wealth Management’s Altria Group MO Stock Holding History

Act Wealth Management’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 		$369K Buy
5,486
+180
+3% +$12.5K 0.11% 41
2026
Q2 		$382K Sell
5,306
-80
-1% -$5.58K 0.11% 40
2026
Q1 		$355K Buy
5,386
+60
+1% +$3.86K 0.12% 41
2025
Q4 		$307K Buy
5,326
+501
+10% +$30.3K 0.1% 41
2025
Q3 		$319K Sell
4,825
-75
-2% -$4.75K 0.11% 36
2025
Q2 		$287K Sell
4,900
-908
-16% -$53.3K 0.12% 39
2025
Q1 		$349K Buy
5,808
+110
+2% +$6.01K 0.16% 30
2024
Q4 		$298K Buy
5,698
+99
+2% +$5.27K 0.14% 34
2024
Q3 		$286K Buy
5,599
+240
+4% +$12.1K 0.13% 32
2024
Q2 		$244K Buy
5,359
+191
+4% +$8.47K 0.12% 35
2024
Q1 		$225K Buy
+5,168
New +$214K 0.11% 36
2023
Q4 		– Sell
-4,779
Closed -$201K – 47
2023
Q3 		$201K Buy
4,779
+110
+2% +$4.86K 0.13% 33
2023
Q2 		$211K Buy
4,669
+41
+0.9% +$1.86K 0.12% 38
2023
Q1 		$207K Buy
4,628
+41
+0.9% +$1.88K 0.12% 41
2022
Q4 		$210K Buy
+4,587
New +$208K 0.13% 39
2022
Q2 		– Sell
-4,497
Closed -$235K – 42
2022
Q1 		$235K Hold
4,497
– – 0.13% 36
2021
Q4 		$213K Hold
4,497
– – 0.12% 34
2021
Q3 		$214K Hold
4,497
– – 0.13% 32
2021
Q2 		$214K Hold
4,497
– – 0.13% 33
2021
Q1 		$230K Buy
+4,497
New +$202K 0.15% 28

Other funds holding MO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Act Wealth Management's MO Position: Q3 2026 in Review

Act Wealth Management increased its Altria Group (MO) stake by 3.4% in Q3 2026, buying an estimated $12.5K and bringing the position to 5,486 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #41.

Act Wealth Management first reported a position in MO in Q1 2021 and has held it in 20 quarters since. The position peaked at $382K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Act Wealth Management held 5,486 shares of Altria Group worth $369K as of Q3 2026.
  • Act Wealth Management bought 180 Altria Group shares in Q3 2026, an estimated $12.5K.
  • Altria Group made up 0.11% of Act Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Act Wealth Management first reported a position in Altria Group in Q1 2021 and has held it in 20 quarters since.
  • Act Wealth Management's Altria Group position peaked at $382K in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.