Herold Advisors
MO icon

Herold Advisors’s Altria Group MO Stock Holding History

Herold 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 		$660K Buy
9,800
+83
+0.9% +$5.76K 0.13% 156
2026
Q2 		$701K Sell
9,717
-62
-0.6% -$4.33K 0.14% 152
2026
Q1 		$645K Buy
9,779
+94
+1% +$6.05K 0.14% 150
2025
Q4 		$558K Sell
9,685
-2,057
-18% -$124K 0.12% 161
2025
Q3 		$776K Sell
11,742
-361
-3% -$22.9K 0.18% 131
2025
Q2 		$710K Buy
12,103
+435
+4% +$25.5K 0.15% 150
2025
Q1 		$700K Buy
11,668
+159
+1% +$8.68K 0.15% 150
2024
Q4 		$602K Buy
11,509
+142
+1% +$7.56K 0.13% 168
2024
Q3 		$580K Buy
11,367
+171
+2% +$8.64K 0.13% 177
2024
Q2 		$510K Buy
11,196
+125
+1% +$5.55K 0.12% 176
2024
Q1 		$483K Sell
11,071
-292
-3% -$12.1K 0.12% 183
2023
Q4 		$458K Sell
11,363
-2,135
-16% -$88.3K 0.13% 167
2023
Q3 		$568K Buy
13,498
+5,241
+63% +$232K 0.17% 144
2023
Q2 		$374K Sell
8,257
-201
-2% -$9.1K 0.11% 179
2023
Q1 		$377K Buy
8,458
+430
+5% +$19.8K 0.13% 160
2022
Q4 		$367K Buy
8,028
+1,273
+19% +$57.7K 0.16% 139
2022
Q3 		$272K Hold
6,755
– – 0.13% 155
2022
Q2 		$282K Hold
6,755
– – 0.13% 161
2022
Q1 		$353K Buy
6,755
+1,510
+29% +$76.9K 0.13% 148
2021
Q4 		$248K Hold
5,245
– – 0.1% 178
2021
Q3 		$238K Buy
+5,245
New +$253K 0.09% 177

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

Herold Advisors's MO Position: Q3 2026 in Review

Herold Advisors increased its Altria Group (MO) stake by 0.85% in Q3 2026, buying an estimated $5.76K and bringing the position to 9,800 shares worth $660K. The position accounts for 0.13% of the portfolio, ranked #156.

Herold Advisors first reported a position in MO in Q3 2021 and has held it in 21 quarters since. The position peaked at $776K in Q3 2025. 1,612 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Herold Advisors held 9,800 shares of Altria Group worth $660K as of Q3 2026.
  • Herold Advisors bought 83 Altria Group shares in Q3 2026, an estimated $5.76K.
  • Altria Group made up 0.13% of Herold Advisors's portfolio in Q3 2026, its #156 holding.
  • Herold Advisors first reported a position in Altria Group in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Altria Group position peaked at $776K in Q3 2025.
  • 1,612 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.