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Elevation Wealth Partners’s Altria Group MO Stock Holding History

Elevation Wealth Partners’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 		$57.4K Buy
853
+51
+6% +$3.54K 0.02% 345
2026
Q2 		$57.7K Buy
802
+286
+55% +$20K 0.02% 271
2026
Q1 		$34.1K Sell
516
-114
-18% -$7.33K 0.01% 293
2025
Q4 		$36.3K Buy
630
+278
+79% +$16.8K 0.01% 277
2025
Q3 		$23.3K Buy
352
+79
+29% +$5K 0.01% 314
2025
Q2 		$16K Hold
273
– – 0.01% 332
2025
Q1 		$16.4K Hold
273
– – 0.01% 325
2024
Q4 		$14.3K Hold
273
– – 0.01% 339
2024
Q3 		$13.9K Hold
273
– – 0.01% 328
2024
Q2 		$12.4K Sell
273
-424
-61% -$18.8K 0.01% 329
2024
Q1 		$30.4K Buy
697
+20
+3% +$829 0.02% 268
2023
Q4 		$28.5K Buy
677
+273
+68% +$11.3K 0.02% 254
2023
Q3 		$17K Buy
404
+8
+2% +$353 0.01% 217
2023
Q2 		$17.9K Buy
396
+7
+2% +$317 0.02% 222
2023
Q1 		$17.3K Buy
+389
New +$17.9K 0.02% 233

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

Elevation Wealth Partners's MO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Altria Group (MO) stake by 6.4% in Q3 2026, buying an estimated $3.54K and bringing the position to 853 shares worth $57.4K. The position accounts for 0.02% of the portfolio, ranked #345.

Elevation Wealth Partners first reported a position in MO in Q1 2023 and has held it in 15 quarters since. The position peaked at $57.7K in Q2 2026. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Elevation Wealth Partners held 853 shares of Altria Group worth $57.4K as of Q3 2026.
  • Elevation Wealth Partners bought 51 Altria Group shares in Q3 2026, an estimated $3.54K.
  • Altria Group made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #345 holding.
  • Elevation Wealth Partners first reported a position in Altria Group in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Altria Group position peaked at $57.7K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.