BFS
MO icon

Burkett Financial Services’s Altria Group MO Stock Holding History

Burkett Financial Services’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 		$144K Sell
2,131
-107
-5% -$7.43K 0.04% 69
2026
Q2 		$161K Buy
2,238
+32
+1% +$2.23K 0.05% 57
2026
Q1 		$146K Buy
2,206
+40
+2% +$2.57K 0.05% 61
2025
Q4 		$125K Sell
2,166
-387
-15% -$23.4K 0.04% 63
2025
Q3 		$169K Buy
2,553
+398
+18% +$25.2K 0.06% 56
2025
Q2 		$126K Buy
2,155
+36
+2% +$2.11K 0.05% 61
2025
Q1 		$127K Buy
2,119
+42
+2% +$2.29K 0.05% 58
2024
Q4 		$109K Sell
2,077
-302
-13% -$16.1K 0.04% 62
2024
Q3 		$121K Buy
2,379
+49
+2% +$2.48K 0.05% 57
2024
Q2 		$106K Buy
2,330
+51
+2% +$2.26K 0.05% 56
2024
Q1 		$99.4K Buy
2,279
+52
+2% +$2.16K 0.05% 60
2023
Q4 		$89.8K Buy
+2,227
New +$92.1K 0.05% 61

Other funds holding MO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Burkett Financial Services's MO Position: Q3 2026 in Review

Burkett Financial Services reduced its Altria Group (MO) stake by 4.8% in Q3 2026, selling an estimated $7.43K and leaving 2,131 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #69.

Burkett Financial Services first reported a position in MO in Q4 2023 and has held it in 12 quarters since. The position peaked at $169K in Q3 2025. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Burkett Financial Services held 2,131 shares of Altria Group worth $144K as of Q3 2026.
  • Burkett Financial Services sold 107 Altria Group shares in Q3 2026, an estimated $7.43K.
  • Altria Group made up 0.04% of Burkett Financial Services's portfolio in Q3 2026, its #69 holding.
  • Burkett Financial Services first reported a position in Altria Group in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Altria Group position peaked at $169K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.