DM
MO icon

Diversified Management’s Altria Group MO Stock Holding History

Diversified 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 		$590K Buy
8,758
+1,155
+15% +$80.2K 0.1% 151
2026
Q2 		$547K Sell
7,603
-918
-11% -$64.1K 0.12% 94
2026
Q1 		$562K Buy
8,521
+918
+12% +$59.1K 0.1% 175
2025
Q4 		$438K Buy
+7,603
New +$459K 0.1% 108

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

Diversified Management's MO Position: Q3 2026 in Review

Diversified Management increased its Altria Group (MO) stake by 15% in Q3 2026, buying an estimated $80.2K and bringing the position to 8,758 shares worth $590K. The position accounts for 0.1% of the portfolio, ranked #151.

Diversified Management first reported a position in MO in Q4 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Diversified Management held 8,758 shares of Altria Group worth $590K as of Q3 2026.
  • Diversified Management bought 1,155 Altria Group shares in Q3 2026, an estimated $80.2K.
  • Altria Group made up 0.1% of Diversified Management's portfolio in Q3 2026, its #151 holding.
  • Diversified Management first reported a position in Altria Group in Q4 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

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