Altus Wealth Group
MO icon

Altus Wealth Group’s Altria Group MO Stock Holding History

Altus Wealth Group’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 		$249K Sell
3,696
-66
-2% -$4.58K 0.09% 119
2026
Q2 		$271K Buy
3,762
+66
+2% +$4.61K 0.1% 121
2026
Q1 		$244K Hold
3,696
– – 0.1% 122
2025
Q4 		$213K Buy
3,696
+8
+0.2% +$483 0.09% 129
2025
Q3 		$244K Hold
3,688
– – 0.1% 120
2025
Q2 		$216K Buy
3,688
+118
+3% +$6.93K 0.1% 128
2025
Q1 		$214K Buy
+3,570
New +$195K 0.1% 125
2021
Q1 		– Sell
-922
Closed -$38K – 542
2020
Q4 		$38K Buy
+922
New +$37K 0.04% 257

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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

Altus Wealth Group's MO Position: Q3 2026 in Review

Altus Wealth Group reduced its Altria Group (MO) stake by 1.8% in Q3 2026, selling an estimated $4.58K and leaving 3,696 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #119.

Altus Wealth Group first reported a position in MO in Q4 2020 and has held it in 8 quarters since. The position peaked at $271K in Q2 2026. 1,611 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Altus Wealth Group held 3,696 shares of Altria Group worth $249K as of Q3 2026.
  • Altus Wealth Group sold 66 Altria Group shares in Q3 2026, an estimated $4.58K.
  • Altria Group made up 0.09% of Altus Wealth Group's portfolio in Q3 2026, its #119 holding.
  • Altus Wealth Group first reported a position in Altria Group in Q4 2020 and has held it in 8 quarters since.
  • Altus Wealth Group's Altria Group position peaked at $271K in Q2 2026.
  • 1,611 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.