Financially Speaking
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Financially Speaking’s Altria Group MO Stock Holding History

Financially Speaking’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 		$192K Hold
2,850
– – 0.23% 17
2026
Q2 		$188K Hold
2,850
– – 0.91% 12
2026
Q1 		$188K Hold
2,850
– – 0.91% 12
2025
Q4 		$164K Hold
2,850
– – 0.11% 32
2025
Q3 		$188K Hold
2,850
– – 0.12% 35
2025
Q2 		$167K Buy
+2,850
New +$167K 0.11% 24
2025
Q1 		– Sell
-2,850
Closed -$149K – 124
2024
Q4 		$149K Buy
+2,850
New +$152K 0.1% 29

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Financially Speaking's MO Position: Q3 2026 in Review

Financially Speaking held its Altria Group (MO) position steady in Q3 2026 at 2,850 shares worth $192K. The position accounts for 0.23% of the portfolio, ranked #17.

Financially Speaking first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Financially Speaking held 2,850 shares of Altria Group worth $192K as of Q3 2026.
  • Financially Speaking left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.23% of Financially Speaking's portfolio in Q3 2026, its #17 holding.
  • Financially Speaking first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Financially Speaking's 13F filing for Q3 2026, filed 4 Nov 2026.