Atwater Malick’s Altria Group MO Stock Holding History

Atwater Malick’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	–	Sell	-3,523	Closed	-$253K	–	135
2026 Q2	$253K	Buy	+3,523	New	+$246K	0.06%	108
2019 Q4	–	Sell	-1,298	Closed	-$53K	–	138
2019 Q3	$53K	Buy	+1,298	New	+$59.7K	0.04%	73

Other funds holding MO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Atwater Malick's MO Position: Q3 2026 in Review

Atwater Malick sold out of Altria Group (MO) in Q3 2026, closing a stake of 3,523 shares — an estimated $253K sold.

Atwater Malick first reported a position in MO in Q3 2019 and held it in 2 quarters. The position peaked at $253K in Q2 2026. 1,969 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Atwater Malick reported no remaining Altria Group position as of Q3 2026 after selling out during the quarter.
Atwater Malick sold 3,523 Altria Group shares in Q3 2026, an estimated $253K.
Atwater Malick first reported a position in Altria Group in Q3 2019 and held it in 2 quarters.
Atwater Malick's Altria Group position peaked at $253K in Q2 2026.
1,969 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.