Enzi Wealth’s Altria Group MO Stock Holding History

Enzi Wealth’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	$787K	Buy	10,999 +23	+0.2%	+$1.6K	0.24%	37
2026 Q2	$770K	Sell	10,976 -73	-0.7%	-$5.1K	0.24%	35
2026 Q1	$729K	Buy	11,049 +11	+0.1%	+$708	0.25%	34
2025 Q4	$679K	Buy	11,038 +29	+0.3%	+$1.75K	0.24%	35
2025 Q3	$707K	Buy	11,009 +146	+1%	+$9.25K	0.25%	31
2025 Q2	$628K	Sell	10,863 -9	-0.1%	-$529	0.23%	33
2025 Q1	$638K	Buy	10,872 +1,378	+15%	+$75.2K	0.26%	29
2024 Q4	$482K	Buy	9,494 +284	+3%	+$15.1K	0.18%	39
2024 Q3	$459K	Buy	9,210 +169	+2%	+$8.54K	0.18%	39
2024 Q2	$417K	Hold	9,041	–	–	0.18%	40
2024 Q1	$370K	Sell	9,041 -356	-4%	-$14.8K	0.17%	40
2023 Q4	$378K	Buy	+9,397	New	+$389K	0.18%	39

Other funds holding MO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

Enzi Wealth's MO Position: Q3 2026 in Review

Enzi Wealth increased its Altria Group (MO) stake by 0.21% in Q3 2026, buying an estimated $1.6K and bringing the position to 10,999 shares worth $787K. The position accounts for 0.24% of the portfolio, ranked #37.

Enzi Wealth first reported a position in MO in Q4 2023 and has held it in 12 quarters since. 1,087 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Enzi Wealth held 10,999 shares of Altria Group worth $787K as of Q3 2026.
Enzi Wealth bought 23 Altria Group shares in Q3 2026, an estimated $1.6K.
Altria Group made up 0.24% of Enzi Wealth's portfolio in Q3 2026, its #37 holding.
Enzi Wealth first reported a position in Altria Group in Q4 2023 and has held it in 12 quarters since.
1,087 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.