ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Altria Group MO Stock Holding History

ARS Wealth Advisors 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 		$9.5M Buy
141,558
+1,289
+0.9% +$89.5K 0.69% 34
2026
Q2 		$10.1M Buy
140,269
+493
+0.4% +$34.4K 0.79% 34
2026
Q1 		$9.22M Buy
139,776
+2,188
+2% +$141K 0.78% 35
2025
Q4 		$7.93M Buy
137,588
+2,607
+2% +$157K 0.72% 36
2025
Q3 		$8.92M Buy
134,981
+325
+0.2% +$20.6K 0.88% 34
2025
Q2 		$7.89M Sell
134,656
-1,757
-1% -$103K 0.91% 31
2025
Q1 		$8.19M Buy
136,413
+1,429
+1% +$78K 1.16% 29
2024
Q4 		$7.06M Sell
134,984
-564
-0.4% -$30K 0.97% 29
2024
Q3 		$6.92M Sell
135,548
-521
-0.4% -$26.3K 0.85% 30
2024
Q2 		$6.2M Sell
136,069
-4,132
-3% -$183K 0.8% 32
2024
Q1 		$6.12M Sell
140,201
-24,920
-15% -$1.03M 0.83% 33
2023
Q4 		$6.66M Sell
165,121
-31,812
-16% -$1.32M 0.99% 34
2023
Q3 		$8.28M Sell
196,933
-1,523
-0.8% -$67.3K 1.36% 28
2023
Q2 		$8.99M Sell
198,456
-4,071
-2% -$184K 1.43% 26
2023
Q1 		$9.04M Buy
202,527
+11,802
+6% +$543K 1.67% 24
2022
Q4 		$8.72M Sell
190,725
-9,250
-5% -$419K 1.44% 29
2022
Q3 		$8.08M Buy
199,975
+6,603
+3% +$288K 1.23% 32
2022
Q2 		$8.08M Buy
193,372
+187,650
+3,279% +$9.7M 1.11% 34
2022
Q1 		$299K Sell
5,722
-140
-2% -$7.13K 0.05% 105
2021
Q4 		$278K Buy
5,862
+90
+2% +$4.12K 0.05% 110
2021
Q3 		$263K Buy
+5,772
New +$279K 0.05% 114

Other funds holding MO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 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

ARS Wealth Advisors Group's MO Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Altria Group (MO) stake by 0.92% in Q3 2026, buying an estimated $89.5K and bringing the position to 141,558 shares worth $9.5M. The position accounts for 0.69% of the portfolio, ranked #34.

ARS Wealth Advisors Group first reported a position in MO in Q3 2021 and has held it in 21 quarters since. The position peaked at $10.1M in Q2 2026. 1,897 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • ARS Wealth Advisors Group held 141,558 shares of Altria Group worth $9.5M as of Q3 2026.
  • ARS Wealth Advisors Group bought 1,289 Altria Group shares in Q3 2026, an estimated $89.5K.
  • Altria Group made up 0.69% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #34 holding.
  • ARS Wealth Advisors Group first reported a position in Altria Group in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's Altria Group position peaked at $10.1M in Q2 2026.
  • 1,897 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.