C2C Wealth Management’s Altria Group MO Stock Holding History

C2C 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 Q3	$276K	Hold	4,104	–	–	0.22%	73
2026 Q2	$295K	Hold	4,104	–	–	0.23%	73
2026 Q1	$271K	Hold	4,104	–	–	0.23%	76
2025 Q4	$237K	Hold	4,104	–	–	0.2%	78
2025 Q3	$271K	Sell	4,104 -100	-2%	-$6.34K	0.23%	74
2025 Q2	$246K	Sell	4,204 -5,048	-55%	-$296K	0.22%	74
2025 Q1	$555K	Hold	9,252	–	–	0.52%	43
2024 Q4	$484K	Hold	9,252	–	–	0.45%	45
2024 Q3	$504K	Hold	9,252	–	–	0.47%	45
2024 Q2	$421K	Hold	9,252	–	–	0.41%	48
2024 Q1	$404K	Sell	9,252 -400	-4%	-$16.6K	0.4%	50
2023 Q4	$388K	Hold	9,652	–	–	0.33%	69
2023 Q3	$400K	Sell	9,652 -2,000	-17%	-$88.4K	0.06%	172
2023 Q2	$529K	Hold	11,652	–	–	0.07%	147
2023 Q1	$522K	Buy	11,652 +1,800	+18%	+$82.8K	0.08%	138
2022 Q4	$442K	Sell	9,852 -200	-2%	-$9.06K	0.08%	108
2022 Q3	$427K	Hold	10,052	–	–	0.08%	109
2022 Q2	$432K	Hold	10,052	–	–	0.08%	116
2022 Q1	$556K	Hold	10,052	–	–	0.09%	108
2021 Q4	$476K	Buy	+10,052	New	+$461K	0.07%	129

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

C2C Wealth Management's MO Position: Q3 2026 in Review

C2C Wealth Management held its Altria Group (MO) position steady in Q3 2026 at 4,104 shares worth $276K. The position accounts for 0.22% of the portfolio, ranked #73.

C2C Wealth Management first reported a position in MO in Q4 2021 and has held it in 20 quarters since. The position peaked at $556K in Q1 2022. 784 funds tracked by Wall St. Rank hold MO as of Q3 2026.

C2C Wealth Management held 4,104 shares of Altria Group worth $276K as of Q3 2026.
C2C Wealth Management left its Altria Group share count unchanged in Q3 2026.
Altria Group made up 0.22% of C2C Wealth Management's portfolio in Q3 2026, its #73 holding.
C2C Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 20 quarters since.
C2C Wealth Management's Altria Group position peaked at $556K in Q1 2022.
784 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.