Alerus Financial
MO icon

Alerus Financial’s Altria Group MO Stock Holding History

Alerus 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
Q3 		$2.93M Buy
43,581
+9,089
+26% +$631K 0.13% 96
2026
Q2 		$2.48M Buy
34,492
+16,298
+90% +$1.14M 0.11% 106
2026
Q1 		$1.2M Buy
18,194
+16,710
+1,126% +$1.08M 0.06% 129
2025
Q4 		$85.6K Hold
1,484
– – ﹤0.01% 210
2025
Q3 		$98K Buy
1,484
+825
+125% +$52.3K 0.01% 217
2025
Q2 		$38.6K Buy
+659
New +$38.7K ﹤0.01% 262

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Alerus Financial's MO Position: Q3 2026 in Review

Alerus Financial increased its Altria Group (MO) stake by 26% in Q3 2026, buying an estimated $631K and bringing the position to 43,581 shares worth $2.93M. The position accounts for 0.13% of the portfolio, ranked #96.

Alerus Financial first reported a position in MO in Q2 2025 and has held it in 6 quarters since. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Alerus Financial held 43,581 shares of Altria Group worth $2.93M as of Q3 2026.
  • Alerus Financial bought 9,089 Altria Group shares in Q3 2026, an estimated $631K.
  • Altria Group made up 0.13% of Alerus Financial's portfolio in Q3 2026, its #96 holding.
  • Alerus Financial first reported a position in Altria Group in Q2 2025 and has held it in 6 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.