DDFG Inc’s Altria Group MO Stock Holding History

DDFG Inc’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	$541K	Buy	8,034 +58	+0.7%	+$4.03K	0.11%	56
2026 Q2	$574K	Sell	7,976 -3	-0%	-$209	0.11%	57
2026 Q1	$527K	Buy	7,979 +3	+0%	+$193	0.11%	53
2025 Q4	$460K	Sell	7,976 -18	-0.2%	-$1.09K	0.1%	56
2025 Q3	$528K	Buy	7,994 +18	+0.2%	+$1.14K	0.12%	51
2025 Q2	$468K	Hold	7,976	–	–	0.12%	52
2025 Q1	$479K	Sell	7,976 -48	-0.6%	-$2.62K	0.13%	48
2024 Q4	$420K	Sell	8,024 -26	-0.3%	-$1.38K	0.12%	52
2024 Q3	$411K	Sell	8,050 -79	-1%	-$3.99K	0.12%	57
2024 Q2	$370K	Buy	+8,129	New	+$361K	0.11%	59

Other funds holding MO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DDFG Inc's MO Position: Q3 2026 in Review

DDFG Inc increased its Altria Group (MO) stake by 0.73% in Q3 2026, buying an estimated $4.03K and bringing the position to 8,034 shares worth $541K. The position accounts for 0.11% of the portfolio, ranked #56.

DDFG Inc first reported a position in MO in Q2 2024 and has held it in 10 quarters since. The position peaked at $574K in Q2 2026. 1,180 funds tracked by Wall St. Rank hold MO as of Q3 2026.

DDFG Inc held 8,034 shares of Altria Group worth $541K as of Q3 2026.
DDFG Inc bought 58 Altria Group shares in Q3 2026, an estimated $4.03K.
Altria Group made up 0.11% of DDFG Inc's portfolio in Q3 2026, its #56 holding.
DDFG Inc first reported a position in Altria Group in Q2 2024 and has held it in 10 quarters since.
DDFG Inc's Altria Group position peaked at $574K in Q2 2026.
1,180 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.