Insight Advisors
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Insight Advisors’s Altria Group MO Stock Holding History

Insight 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 		$242K Sell
3,590
-421
-10% -$29.2K 0.04% 210
2026
Q2 		$289K Sell
4,011
-47
-1% -$3.28K 0.05% 195
2026
Q1 		$268K Sell
4,058
-240
-6% -$15.4K 0.05% 194
2025
Q4 		$248K Buy
4,298
+32
+0.8% +$1.93K 0.04% 247
2025
Q3 		$282K Sell
4,266
-139
-3% -$8.81K 0.04% 228
2025
Q2 		$258K Buy
4,405
+9
+0.2% +$529 0.04% 238
2025
Q1 		$264K Buy
4,396
+23
+0.5% +$1.26K 0.05% 240
2024
Q4 		$228K Buy
4,373
+9
+0.2% +$479 0.04% 267
2024
Q3 		$223K Buy
+4,364
New +$221K 0.04% 273
2023
Q3 		– Sell
-4,585
Closed -$208K – 289
2023
Q2 		$208K Sell
4,585
-437
-9% -$19.8K 0.05% 262
2023
Q1 		$224K Sell
5,022
-3,188
-39% -$147K 0.05% 275
2022
Q4 		$374K Buy
8,210
+64
+0.8% +$2.9K 0.13% 208
2022
Q3 		$329K Buy
8,146
+2,650
+48% +$116K 0.13% 198
2022
Q2 		$242K Sell
5,496
-1,776
-24% -$92K 0.08% 261
2022
Q1 		$380K Buy
7,272
+1,000
+16% +$50.9K 0.11% 214
2021
Q4 		$297K Sell
6,272
-68
-1% -$3.12K 0.09% 253
2021
Q3 		$283K Hold
6,340
– – 0.08% 253
2021
Q2 		$303K Sell
6,340
-1,966
-24% -$96.6K 0.1% 249
2021
Q1 		$398K Buy
8,306
+1,610
+24% +$72.1K 0.13% 209
2020
Q4 		$275K Buy
+6,696
New +$269K 0.1% 221

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

Insight Advisors's MO Position: Q3 2026 in Review

Insight Advisors reduced its Altria Group (MO) stake by 10% in Q3 2026, selling an estimated $29.2K and leaving 3,590 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #210.

Insight Advisors first reported a position in MO in Q4 2020 and has held it in 20 quarters since. The position peaked at $398K in Q1 2021. 1,576 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Insight Advisors held 3,590 shares of Altria Group worth $242K as of Q3 2026.
  • Insight Advisors sold 421 Altria Group shares in Q3 2026, an estimated $29.2K.
  • Altria Group made up 0.04% of Insight Advisors's portfolio in Q3 2026, its #210 holding.
  • Insight Advisors first reported a position in Altria Group in Q4 2020 and has held it in 20 quarters since.
  • Insight Advisors's Altria Group position peaked at $398K in Q1 2021.
  • 1,576 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.