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Dickmeyer Boyce Financial Management’s Altria Group MO Stock Holding History

Dickmeyer Boyce Financial 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 		$320K Buy
4,759
+16
+0.3% +$1.11K 0.16% 108
2026
Q2 		$341K Buy
4,743
+15
+0.3% +$1.05K 0.18% 104
2026
Q1 		$312K Buy
+4,728
New +$304K 0.18% 102

Other funds holding MO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Dickmeyer Boyce Financial Management's MO Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Altria Group (MO) stake by 0.34% in Q3 2026, buying an estimated $1.11K and bringing the position to 4,759 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #108.

Dickmeyer Boyce Financial Management first reported a position in MO in Q1 2026 and has held it in 3 quarters since. The position peaked at $341K in Q2 2026. 102 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 4,759 shares of Altria Group worth $320K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 16 Altria Group shares in Q3 2026, an estimated $1.11K.
  • Altria Group made up 0.16% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #108 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Altria Group in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Altria Group position peaked at $341K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.