Defender Capital’s Altria Group MO Stock Holding History

Defender Capital’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	$391K	Hold	5,810	–	–	0.12%	30
2026 Q2	$418K	Hold	5,810	–	–	0.14%	28
2026 Q1	$383K	Hold	5,810	–	–	0.14%	24
2025 Q4	$335K	Buy	+5,810	New	+$351K	0.11%	30
2025 Q3	–	Sell	-5,810	Closed	-$341K	–	22
2025 Q2	$341K	Sell	5,810 -200	-3%	-$11.7K	0.12%	32
2025 Q1	$360K	Sell	6,010 -76	-1%	-$4.15K	0.14%	28
2024 Q4	$318K	Hold	6,086	–	–	0.12%	31
2024 Q3	$311K	Hold	6,086	–	–	0.1%	28
2024 Q2	$277K	Hold	6,086	–	–	0.09%	30
2024 Q1	$265K	Hold	6,086	–	–	0.09%	29
2023 Q4	$246K	Hold	6,086	–	–	0.09%	31
2023 Q3	$256K	Hold	6,086	–	–	0.09%	32
2023 Q2	$276K	Hold	6,086	–	–	0.09%	31
2023 Q1	$272K	Hold	6,086	–	–	0.09%	31
2022 Q4	$278K	Hold	6,086	–	–	0.11%	26
2022 Q3	$246K	Hold	6,086	–	–	0.1%	27
2022 Q2	$254K	Hold	6,086	–	–	0.1%	29
2022 Q1	$318K	Hold	6,086	–	–	0.11%	29
2021 Q4	$288K	Buy	+6,086	New	+$279K	0.09%	34

Other funds holding MO

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Defender Capital's MO Position: Q3 2026 in Review

Defender Capital held its Altria Group (MO) position steady in Q3 2026 at 5,810 shares worth $391K. The position accounts for 0.12% of the portfolio, ranked #30.

Defender Capital first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $418K in Q2 2026. 652 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Defender Capital held 5,810 shares of Altria Group worth $391K as of Q3 2026.
Defender Capital left its Altria Group share count unchanged in Q3 2026.
Altria Group made up 0.12% of Defender Capital's portfolio in Q3 2026, its #30 holding.
Defender Capital first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
Defender Capital's Altria Group position peaked at $418K in Q2 2026.
652 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Defender Capital's 13F filing for Q3 2026, filed 1 Oct 2026.