Aspect Partners’s Altria Group MO Stock Holding History

Aspect Partners’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	$10.6K	Buy	158 +19	+14%	+$1.32K	﹤0.01%	264
2026 Q2	$10K	Hold	139	–	–	﹤0.01%	282
2026 Q1	$9.17K	Hold	139	–	–	﹤0.01%	278
2025 Q4	$8.02K	Hold	139	–	–	﹤0.01%	308
2025 Q3	$9.18K	Hold	139	–	–	﹤0.01%	316
2025 Q2	$8.15K	Hold	139	–	–	﹤0.01%	319
2025 Q1	$8.34K	Hold	139	–	–	﹤0.01%	281
2024 Q4	$7.27K	Hold	139	–	–	﹤0.01%	322
2024 Q3	$7.1K	Buy	139 +25	+22%	+$1.26K	﹤0.01%	308
2024 Q2	$5.19K	Buy	114 +47	+70%	+$2.08K	﹤0.01%	347
2024 Q1	$2.92K	Buy	67 +10	+18%	+$415	﹤0.01%	413
2023 Q4	$2.3K	Buy	+57	New	+$2.36K	﹤0.01%	426

Other funds holding MO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Aspect Partners's MO Position: Q3 2026 in Review

Aspect Partners increased its Altria Group (MO) stake by 14% in Q3 2026, buying an estimated $1.32K and bringing the position to 158 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Aspect Partners first reported a position in MO in Q4 2023 and has held it in 12 quarters since. 784 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Aspect Partners held 158 shares of Altria Group worth $10.6K as of Q3 2026.
Aspect Partners bought 19 Altria Group shares in Q3 2026, an estimated $1.32K.
Altria Group made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #264 holding.
Aspect Partners first reported a position in Altria Group in Q4 2023 and has held it in 12 quarters since.
784 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.