Barnes Dennig Private Wealth Management’s Altria Group MO Stock Holding History

Barnes Dennig Private Wealth Management’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 Q2	$31.2K	Buy	434 +294	+210%	+$20.5K	0.03%	190
2026 Q1	$9.24K	Hold	140	–	–	0.01%	251
2025 Q4	$8.07K	Sell	140 -217	-61%	-$13.1K	0.01%	259
2025 Q3	$23.6K	Buy	357 +217	+155%	+$13.7K	0.03%	185
2025 Q2	$8.21K	Hold	140	–	–	0.01%	221
2025 Q1	$8.4K	Buy	+140	New	+$7.64K	0.01%	142

Other funds holding MO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return