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Douglas Lane & Associates’s Altria Group MO Stock Holding History

Douglas Lane & Associates’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 		– Sell
-3,176
Closed -$228K – 251
2026
Q2 		$228K Sell
3,176
-325
-9% -$22.7K ﹤0.01% 242
2026
Q1 		$231K Sell
3,501
-180
-5% -$11.6K ﹤0.01% 225
2025
Q4 		$212K Sell
3,681
-3,046
-45% -$184K ﹤0.01% 230
2025
Q3 		$444K Sell
6,727
-32
-0.5% -$2.03K 0.01% 183
2025
Q2 		$396K Sell
6,759
-912
-12% -$53.6K 0.01% 193
2025
Q1 		$460K Buy
7,671
+2,940
+62% +$161K 0.01% 185
2024
Q4 		$247K Buy
+4,731
New +$252K ﹤0.01% 216
2020
Q1 		– Sell
-6,299
Closed -$314K – 203
2019
Q4 		$314K Sell
6,299
-1,792
-22% -$84.5K 0.01% 180
2019
Q3 		$331K Sell
8,091
-2,261
-22% -$104K 0.01% 181
2019
Q2 		$490K Sell
10,352
-4,393
-30% -$230K 0.01% 172
2019
Q1 		$847K Sell
14,745
-257
-2% -$13.1K 0.02% 153
2018
Q4 		$741K Sell
15,002
-874
-6% -$50.6K 0.02% 150
2018
Q3 		$958K Sell
15,876
-1,231
-7% -$73.1K 0.02% 149
2018
Q2 		$972K Buy
17,107
+6,033
+54% +$348K 0.02% 143
2018
Q1 		$690K Buy
11,074
+1,389
+14% +$92K 0.02% 153
2017
Q4 		$692K Sell
9,685
-358
-4% -$24K 0.01% 156
2017
Q3 		$637K Sell
10,043
-3,296
-25% -$220K 0.01% 162
2017
Q2 		$993K Sell
13,339
-2,132
-14% -$156K 0.02% 151
2017
Q1 		$1.1M Sell
15,471
-1,450
-9% -$105K 0.03% 149
2016
Q4 		$1.14M Buy
16,921
+223
+1% +$14.4K 0.03% 147
2016
Q3 		$1.06M Sell
16,698
-3,553
-18% -$236K 0.03% 152
2016
Q2 		$1.4M Buy
20,251
+1,099
+6% +$70.4K 0.04% 148
2016
Q1 		$1.2M Buy
+19,152
New +$1.16M 0.03% 151

Other funds holding MO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Douglas Lane & Associates's MO Position: Q3 2026 in Review

Douglas Lane & Associates sold out of Altria Group (MO) in Q3 2026, closing a stake of 3,176 shares — an estimated $228K sold.

Douglas Lane & Associates first reported a position in MO in Q1 2016 and held it in 23 quarters. The position peaked at $1.4M in Q2 2016. 264 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Douglas Lane & Associates reported no remaining Altria Group position as of Q3 2026 after selling out during the quarter.
  • Douglas Lane & Associates sold 3,176 Altria Group shares in Q3 2026, an estimated $228K.
  • Douglas Lane & Associates first reported a position in Altria Group in Q1 2016 and held it in 23 quarters.
  • Douglas Lane & Associates's Altria Group position peaked at $1.4M in Q2 2016.
  • 264 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.