D.B. Root & Company
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D.B. Root & Company’s Altria Group MO Stock Holding History

D.B. Root & Company’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 		$236K Sell
3,510
-107
-3% -$7.43K 0.05% 181
2026
Q2 		$260K Buy
3,617
+44
+1% +$3.07K 0.06% 176
2026
Q1 		$236K Buy
+3,573
New +$230K 0.06% 179
2025
Q4 		– Sell
-3,657
Closed -$242K – 190
2025
Q3 		$242K Buy
3,657
+23
+0.6% +$1.46K 0.06% 169
2025
Q2 		$213K Buy
3,634
+68
+2% +$3.99K 0.06% 183
2025
Q1 		$214K Buy
+3,566
New +$195K 0.07% 169
2021
Q3 		– Sell
-4,251
Closed -$202K – 198
2021
Q2 		$202K Sell
4,251
-240
-5% -$11.8K 0.08% 198
2021
Q1 		$229K Sell
4,491
-12,427
-73% -$557K 0.09% 194
2020
Q4 		$693K Sell
16,918
-2,572
-13% -$103K 0.28% 89
2020
Q3 		$753K Sell
19,490
-1,080
-5% -$44.9K 0.3% 86
2020
Q2 		$807K Sell
20,570
-76
-0.4% -$2.96K 0.35% 77
2020
Q1 		$798K Buy
20,646
+2,280
+12% +$101K 0.4% 70
2019
Q4 		$916K Sell
18,366
-433
-2% -$20.4K 0.4% 72
2019
Q3 		$768K Sell
18,799
-1,576
-8% -$72.5K 0.36% 86
2019
Q2 		$964K Sell
20,375
-1,705
-8% -$89.3K 0.43% 64
2019
Q1 		$1.27M Buy
22,080
+1,705
+8% +$87.1K 0.54% 48
2018
Q4 		$1.01M Sell
20,375
-507
-2% -$29.4K 0.5% 58
2018
Q3 		$1.26M Sell
20,882
-518
-2% -$30.8K 0.55% 50
2018
Q2 		$1.22M Sell
21,400
-326
-2% -$18.8K 0.57% 49
2018
Q1 		$1.35M Buy
21,726
+1,873
+9% +$124K 0.71% 36
2017
Q4 		$1.42M Buy
+19,853
New +$1.33M 1.21% 20

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

D.B. Root & Company's MO Position: Q3 2026 in Review

D.B. Root & Company reduced its Altria Group (MO) stake by 3% in Q3 2026, selling an estimated $7.43K and leaving 3,510 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #181.

D.B. Root & Company first reported a position in MO in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.42M in Q4 2017. 1,760 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • D.B. Root & Company held 3,510 shares of Altria Group worth $236K as of Q3 2026.
  • D.B. Root & Company sold 107 Altria Group shares in Q3 2026, an estimated $7.43K.
  • Altria Group made up 0.05% of D.B. Root & Company's portfolio in Q3 2026, its #181 holding.
  • D.B. Root & Company first reported a position in Altria Group in Q4 2017 and has held it in 21 quarters since.
  • D.B. Root & Company's Altria Group position peaked at $1.42M in Q4 2017.
  • 1,760 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.