Fairman Group’s Altria Group MO Stock Holding History

Fairman Group’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	$38.6K	Buy	565 +9	+2%	+$625	0.03%	109
2026 Q2	$40.6K	Buy	556 +8	+1%	+$558	0.03%	112
2026 Q1	$36.8K	Buy	548 +10	+2%	+$643	0.03%	105
2025 Q4	$31.6K	Buy	538 +8	+2%	+$483	0.03%	115
2025 Q3	$35.6K	Buy	530 +9	+2%	+$570	0.03%	117
2025 Q2	$31.1K	Buy	521 +9	+2%	+$529	0.03%	118
2025 Q1	$26.8K	Buy	512 +10	+2%	+$546	0.02%	115
2024 Q4	$26.8K	Sell	502 -390	-44%	-$20.8K	0.02%	126
2024 Q3	$46.4K	Buy	892 +410	+85%	+$20.7K	0.04%	109
2024 Q2	$22.4K	Buy	482 +10	+2%	+$444	0.02%	137
2024 Q1	$21K	Buy	472 +11	+2%	+$456	0.02%	128
2023 Q4	$19K	Buy	+461	New	+$19.1K	0.02%	138

Other funds holding MO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Fairman Group's MO Position: Q3 2026 in Review

Fairman Group increased its Altria Group (MO) stake by 1.6% in Q3 2026, buying an estimated $625 and bringing the position to 565 shares worth $38.6K. The position accounts for 0.03% of the portfolio, ranked #109.

Fairman Group first reported a position in MO in Q4 2023 and has held it in 12 quarters since. The position peaked at $46.4K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Fairman Group held 565 shares of Altria Group worth $38.6K as of Q3 2026.
Fairman Group bought 9 Altria Group shares in Q3 2026, an estimated $625.
Altria Group made up 0.03% of Fairman Group's portfolio in Q3 2026, its #109 holding.
Fairman Group first reported a position in Altria Group in Q4 2023 and has held it in 12 quarters since.
Fairman Group's Altria Group position peaked at $46.4K in Q3 2024.
1,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.