Alta Advisers’s Altria Group MO Stock Holding History

Alta Advisers’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	$808K	Buy	11,997 +5,833	+95%	+$405K	0.12%	102
2026 Q2	$444K	Sell	6,164 -300	-5%	-$20.9K	0.1%	99
2026 Q1	$427K	Hold	6,464	–	–	0.15%	99
2025 Q4	$373K	Sell	6,464 -1,800	-22%	-$109K	0.14%	110
2025 Q3	$546K	Hold	8,264	–	–	0.17%	99
2025 Q2	$485K	Hold	8,264	–	–	0.17%	107
2025 Q1	$496K	Buy	8,264 +2,600	+46%	+$142K	0.21%	97
2024 Q4	$296K	Buy	5,664 +664	+13%	+$35.4K	0.19%	103
2024 Q3	$255K	Hold	5,000	–	–	0.12%	113
2024 Q2	$228K	Hold	5,000	–	–	0.11%	111
2024 Q1	$218K	Hold	5,000	–	–	0.11%	117
2023 Q4	$202K	Hold	5,000	–	–	0.11%	114
2023 Q3	$210K	Hold	5,000	–	–	0.12%	102
2023 Q2	$226K	Hold	5,000	–	–	0.13%	94
2023 Q1	$223K	Hold	5,000	–	–	0.13%	92
2022 Q4	$229K	Hold	5,000	–	–	0.14%	90
2022 Q3	$202K	Buy	+5,000	New	+$218K	0.13%	88

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Alta Advisers's MO Position: Q3 2026 in Review

Alta Advisers increased its Altria Group (MO) stake by 95% in Q3 2026, buying an estimated $405K and bringing the position to 11,997 shares worth $808K. The position accounts for 0.12% of the portfolio, ranked #102.

Alta Advisers first reported a position in MO in Q3 2022 and has held it in 17 quarters since. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Alta Advisers held 11,997 shares of Altria Group worth $808K as of Q3 2026.
Alta Advisers bought 5,833 Altria Group shares in Q3 2026, an estimated $405K.
Altria Group made up 0.12% of Alta Advisers's portfolio in Q3 2026, its #102 holding.
Alta Advisers first reported a position in Altria Group in Q3 2022 and has held it in 17 quarters since.
1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.