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Capital Advisors Wealth Management’s Altria Group MO Stock Holding History

Capital Advisors 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 		$942K Buy
13,993
+152
+1% +$10.6K 0.11% 104
2026
Q2 		$996K Buy
13,841
+292
+2% +$20.4K 0.12% 102
2026
Q1 		$894K Buy
13,549
+235
+2% +$15.1K 0.12% 92
2025
Q4 		$768K Buy
13,314
+203
+2% +$12.3K 0.1% 102
2025
Q3 		$866K Buy
13,111
+209
+2% +$13.2K 0.12% 85
2025
Q2 		$756K Sell
12,902
-84
-0.6% -$4.93K 0.12% 91
2025
Q1 		$779K Buy
12,986
+386
+3% +$21.1K 0.14% 78
2024
Q4 		$659K Buy
12,600
+187
+2% +$9.96K 0.12% 84
2024
Q3 		$634K Buy
12,413
+248
+2% +$12.5K 0.12% 84
2024
Q2 		$554K Buy
12,165
+9
+0.1% +$399 0.11% 81
2024
Q1 		$530K Buy
12,156
+3,421
+39% +$142K 0.11% 82
2023
Q4 		$352K Buy
8,735
+442
+5% +$18.3K 0.08% 98
2023
Q3 		$349K Sell
8,293
-643
-7% -$28.4K 0.09% 94
2023
Q2 		$405K Sell
8,936
-82
-0.9% -$3.71K 0.1% 89
2023
Q1 		$402K Sell
9,018
-705
-7% -$32.4K 0.11% 85
2022
Q4 		$444K Buy
9,723
+1,018
+12% +$46.1K 0.13% 76
2022
Q3 		$352K Buy
8,705
+294
+3% +$12.8K 0.12% 84
2022
Q2 		$351K Buy
8,411
+110
+1% +$5.7K 0.11% 82
2022
Q1 		$434K Sell
8,301
-631
-7% -$32.1K 0.13% 78
2021
Q4 		$423K Sell
8,932
-849
-9% -$38.9K 0.13% 77
2021
Q3 		$445K Sell
9,781
-163
-2% -$7.87K 0.16% 71
2021
Q2 		$474K Sell
9,944
-1,964
-16% -$96.5K 0.18% 62
2021
Q1 		$609K Buy
+11,908
New +$534K 0.26% 52

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

Capital Advisors Wealth Management's MO Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Altria Group (MO) stake by 1.1% in Q3 2026, buying an estimated $10.6K and bringing the position to 13,993 shares worth $942K. The position accounts for 0.11% of the portfolio, ranked #104.

Capital Advisors Wealth Management first reported a position in MO in Q1 2021 and has held it in 23 quarters since. The position peaked at $996K in Q2 2026. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Capital Advisors Wealth Management held 13,993 shares of Altria Group worth $942K as of Q3 2026.
  • Capital Advisors Wealth Management bought 152 Altria Group shares in Q3 2026, an estimated $10.6K.
  • Altria Group made up 0.11% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Capital Advisors Wealth Management first reported a position in Altria Group in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's Altria Group position peaked at $996K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.