Daymark Wealth Partners
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Daymark Wealth Partners’s Altria Group MO Stock Holding History

Daymark Wealth Partners’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 		$2.3M Buy
34,187
+4,432
+15% +$308K 0.05% 241
2026
Q2 		$2.14M Sell
29,755
-772
-3% -$53.9K 0.05% 239
2026
Q1 		$2.01M Sell
30,527
-995
-3% -$64K 0.06% 205
2025
Q4 		$1.82M Sell
31,522
-1,090
-3% -$65.8K 0.06% 208
2025
Q3 		$2.15M Buy
32,612
+3,228
+11% +$205K 0.07% 185
2025
Q2 		$1.72M Buy
29,384
+545
+2% +$32K 0.07% 194
2025
Q1 		$1.73M Sell
28,839
-1,271
-4% -$69.4K 0.07% 183
2024
Q4 		$1.57M Buy
30,110
+282
+0.9% +$15K 0.07% 189
2024
Q3 		$1.52M Buy
29,828
+236
+0.8% +$11.9K 0.06% 189
2024
Q2 		$1.35M Buy
29,592
+1,598
+6% +$70.9K 0.06% 200
2024
Q1 		$1.22M Buy
27,994
+3,888
+16% +$161K 0.07% 177
2023
Q4 		$972K Buy
24,106
+48
+0.2% +$1.98K 0.06% 190
2023
Q3 		$1.01M Buy
24,058
+2,915
+14% +$129K 0.07% 171
2023
Q2 		$958K Buy
21,143
+4,928
+30% +$223K 0.07% 175
2023
Q1 		$724K Buy
16,215
+5,239
+48% +$241K 0.1% 158
2022
Q4 		$502K Buy
+10,976
New +$497K 0.09% 149

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Daymark Wealth Partners's MO Position: Q3 2026 in Review

Daymark Wealth Partners increased its Altria Group (MO) stake by 15% in Q3 2026, buying an estimated $308K and bringing the position to 34,187 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #241.

Daymark Wealth Partners first reported a position in MO in Q4 2022 and has held it in 16 quarters since. 1,524 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Daymark Wealth Partners held 34,187 shares of Altria Group worth $2.3M as of Q3 2026.
  • Daymark Wealth Partners bought 4,432 Altria Group shares in Q3 2026, an estimated $308K.
  • Altria Group made up 0.05% of Daymark Wealth Partners's portfolio in Q3 2026, its #241 holding.
  • Daymark Wealth Partners first reported a position in Altria Group in Q4 2022 and has held it in 16 quarters since.
  • 1,524 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.