Catherine Avery Investment Management’s Altria Group MO Stock Holding History

Catherine Avery Investment 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	$67.3K	Hold	1,000	–	–	0.06%	75
2026 Q2	$72K	Hold	1,000	–	–	0.03%	72
2026 Q1	$66K	Buy	1,000 +830	+488%	+$53.4K	0.03%	67
2025 Q4	$9.8K	Hold	170	–	–	0.01%	97
2025 Q3	$11.2K	Sell	170 -20	-11%	-$1.27K	0.01%	96
2025 Q2	$11.1K	Hold	190	–	–	0.01%	98
2025 Q1	$11.4K	Hold	190	–	–	0.01%	92
2024 Q4	$9.94K	Buy	+190	New	+$10.1K	0.01%	93

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Catherine Avery Investment Management's MO Position: Q3 2026 in Review

Catherine Avery Investment Management held its Altria Group (MO) position steady in Q3 2026 at 1,000 shares worth $67.3K. The position accounts for 0.06% of the portfolio, ranked #75.

Catherine Avery Investment Management first reported a position in MO in Q4 2024 and has held it in 8 quarters since. The position peaked at $72K in Q2 2026. 376 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Catherine Avery Investment Management held 1,000 shares of Altria Group worth $67.3K as of Q3 2026.
Catherine Avery Investment Management left its Altria Group share count unchanged in Q3 2026.
Altria Group made up 0.06% of Catherine Avery Investment Management's portfolio in Q3 2026, its #75 holding.
Catherine Avery Investment Management first reported a position in Altria Group in Q4 2024 and has held it in 8 quarters since.
Catherine Avery Investment Management's Altria Group position peaked at $72K in Q2 2026.
376 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.