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Cooper Financial Group’s Altria Group MO Stock Holding History

Cooper Financial Group’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 		$239K Buy
3,544
+176
+5% +$12.2K 0.02% 395
2026
Q2 		$242K Buy
3,368
+311
+10% +$21.7K 0.02% 390
2026
Q1 		$202K Buy
+3,057
New +$197K 0.02% 416
2021
Q4 		– Sell
-4,924
Closed -$224K – 260
2021
Q3 		$224K Buy
4,924
+93
+2% +$4.49K 0.05% 228
2021
Q2 		$230K Buy
4,831
+13
+0.3% +$639 0.05% 225
2021
Q1 		$246K Sell
4,818
-4,186
-46% -$188K 0.06% 206
2020
Q4 		$369K Buy
9,004
+3,283
+57% +$132K 0.08% 186
2020
Q3 		$221K Buy
5,721
+151
+3% +$6.28K 0.06% 184
2020
Q2 		$219K Buy
5,570
+344
+7% +$13.4K 0.07% 172
2020
Q1 		$202K Buy
+5,226
New +$232K 0.08% 142
2019
Q1 		– Sell
-5,366
Closed -$265K – 112
2018
Q4 		$265K Buy
+5,366
New +$311K 0.18% 80

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

Cooper Financial Group's MO Position: Q3 2026 in Review

Cooper Financial Group increased its Altria Group (MO) stake by 5.2% in Q3 2026, buying an estimated $12.2K and bringing the position to 3,544 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #395.

Cooper Financial Group first reported a position in MO in Q4 2018 and has held it in 11 quarters since. The position peaked at $369K in Q4 2020. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Cooper Financial Group held 3,544 shares of Altria Group worth $239K as of Q3 2026.
  • Cooper Financial Group bought 176 Altria Group shares in Q3 2026, an estimated $12.2K.
  • Altria Group made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #395 holding.
  • Cooper Financial Group first reported a position in Altria Group in Q4 2018 and has held it in 11 quarters since.
  • Cooper Financial Group's Altria Group position peaked at $369K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.