Brady Martz Wealth Solutions’s Altria Group MO Stock Holding History

Brady Martz Wealth Solutions’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	$1.57M	Sell	23,282 -1,936	-8%	-$134K	0.23%	84
2026 Q2	$1.81M	Buy	25,218 +291	+1%	+$20.3K	0.27%	77
2026 Q1	$1.64M	Buy	24,927 +2,966	+14%	+$191K	0.28%	73
2025 Q4	$1.27M	Sell	21,961 -4,732	-18%	-$286K	0.22%	81
2025 Q3	$1.76M	Buy	26,693 +145	+0.5%	+$9.19K	0.32%	64
2025 Q2	$1.56M	Buy	26,548 +139	+0.5%	+$8.16K	0.3%	65
2025 Q1	$1.59M	Sell	26,409 -274	-1%	-$15K	0.36%	62
2024 Q4	$1.37M	Buy	+26,683	New	+$1.42M	0.33%	67

Other funds holding MO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 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

Brady Martz Wealth Solutions's MO Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Altria Group (MO) stake by 7.7% in Q3 2026, selling an estimated $134K and leaving 23,282 shares worth $1.57M. The position accounts for 0.23% of the portfolio, ranked #84.

Brady Martz Wealth Solutions first reported a position in MO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q2 2026. 2,223 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Brady Martz Wealth Solutions held 23,282 shares of Altria Group worth $1.57M as of Q3 2026.
Brady Martz Wealth Solutions sold 1,936 Altria Group shares in Q3 2026, an estimated $134K.
Altria Group made up 0.23% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #84 holding.
Brady Martz Wealth Solutions first reported a position in Altria Group in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Altria Group position peaked at $1.81M in Q2 2026.
2,223 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.