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Fermata Advisors’s Altria Group MO Stock Holding History

Fermata Advisors’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 		$200K Buy
+2,972
New +$206K 0.04% 282
2026
Q1 		– Sell
-7,586
Closed -$437K – 237
2025
Q4 		$437K Buy
+7,586
New +$458K 0.11% 142

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Fermata Advisors's MO Position: Q3 2026 in Review

Fermata Advisors opened a new position in Altria Group (MO) in Q3 2026: 2,972 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #282 among its holdings. This is a return to the name: Fermata Advisors previously reported a position in MO as recently as Q4 2025.

Fermata Advisors first reported a position in MO in Q4 2025 and has held it in 2 quarters since. The position peaked at $437K in Q4 2025. 399 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Fermata Advisors held 2,972 shares of Altria Group worth $200K as of Q3 2026.
  • Altria Group was a new Fermata Advisors position in Q3 2026.
  • Altria Group made up 0.04% of Fermata Advisors's portfolio in Q3 2026, its #282 holding.
  • Fermata Advisors first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
  • Fermata Advisors's Altria Group position peaked at $437K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.