Darwin Wealth Management
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Darwin Wealth Management’s Altria Group MO Stock Holding History

Darwin 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 		$37.5K Buy
557
+83
+18% +$5.76K 0.01% 381
2026
Q2 		$34.1K Buy
474
+7
+1% +$489 0.01% 274
2026
Q1 		$30.8K Sell
467
-4
-0.8% -$257 0.01% 263
2025
Q4 		$27.2K Buy
471
+12
+3% +$725 0.01% 272
2025
Q3 		$30.3K Buy
459
+4
+0.9% +$253 0.01% 258
2025
Q2 		$26.7K Sell
455
-356
-44% -$20.9K 0.01% 251
2025
Q1 		$42.4K Hold
811
– – 0.01% 237
2024
Q4 		$42.4K Sell
811
-1,470
-64% -$78.3K 0.01% 237
2024
Q3 		$116K Buy
+2,281
New +$115K 0.03% 171
2020
Q2 		– Sell
-3,666
Closed -$141K – 516
2020
Q1 		$141K Buy
+3,666
New +$163K 0.04% 155
2019
Q3 		– Sell
-4,373
Closed -$207K – 150
2019
Q2 		$207K Sell
4,373
-718
-14% -$37.6K 0.06% 140
2019
Q1 		$292K Buy
5,091
+360
+8% +$18.4K 0.1% 126
2018
Q4 		$233K Sell
4,731
-82
-2% -$4.75K 0.16% 87
2018
Q3 		$290K Sell
4,813
-631
-12% -$37.5K 0.16% 98
2018
Q2 		$309K Sell
5,444
-149
-3% -$8.59K 0.2% 93
2018
Q1 		$347K Buy
5,593
+15
+0.3% +$993 0.25% 79
2017
Q4 		$397K Buy
5,578
+1,848
+50% +$124K 0.17% 109
2017
Q3 		$237K Sell
3,730
-746
-17% -$49.7K 0.23% 83
2017
Q2 		$333K Sell
4,476
-94
-2% -$6.88K 0.18% 105
2017
Q1 		$326K Buy
4,570
+1,029
+29% +$74.5K 0.19% 100
2016
Q4 		$239K Sell
3,541
-59
-2% -$3.8K 0.16% 95
2016
Q3 		$228K Buy
+3,600
New +$239K 0.18% 82

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

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

Darwin Wealth Management increased its Altria Group (MO) stake by 18% in Q3 2026, buying an estimated $5.76K and bringing the position to 557 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #381.

Darwin Wealth Management first reported a position in MO in Q3 2016 and has held it in 22 quarters since. The position peaked at $397K in Q4 2017. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Darwin Wealth Management held 557 shares of Altria Group worth $37.5K as of Q3 2026.
  • Darwin Wealth Management bought 83 Altria Group shares in Q3 2026, an estimated $5.76K.
  • Altria Group made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #381 holding.
  • Darwin Wealth Management first reported a position in Altria Group in Q3 2016 and has held it in 22 quarters since.
  • Darwin Wealth Management's Altria Group position peaked at $397K in Q4 2017.
  • 1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.