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Intelligence Driven Advisers’s Altria Group MO Stock Holding History

Intelligence Driven Advisers’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 		$396K Sell
5,877
-1,803
-23% -$125K 0.07% 85
2026
Q2 		$553K Buy
7,680
+473
+7% +$33K 0.09% 74
2026
Q1 		$476K Buy
7,207
+1,147
+19% +$73.8K 0.08% 66
2025
Q4 		$349K Buy
6,060
+867
+17% +$52.4K 0.05% 92
2025
Q3 		$343K Sell
5,193
-411
-7% -$26K 0.05% 88
2025
Q2 		$329K Sell
5,604
-270
-5% -$15.9K 0.05% 81
2025
Q1 		$353K Buy
5,874
+613
+12% +$33.5K 0.07% 65
2024
Q4 		$275K Sell
5,261
-130
-2% -$6.92K 0.05% 78
2024
Q3 		$275K Buy
5,391
+435
+9% +$22K 0.04% 87
2024
Q2 		$226K Buy
+4,956
New +$220K 0.03% 94
2021
Q3 		– Sell
-5,415
Closed -$258K – 81
2021
Q2 		$258K Buy
+5,415
New +$266K 0.05% 82
2020
Q1 		– Sell
-4,596
Closed -$229K – 91
2019
Q4 		$229K Buy
+4,596
New +$217K 0.1% 82
2019
Q3 		– Sell
-6,063
Closed -$287K – 102
2019
Q2 		$287K Sell
6,063
-1,163
-16% -$60.9K 0.14% 86
2019
Q1 		$415K Sell
7,226
-1,434
-17% -$73.3K 0.23% 61
2018
Q4 		$428K Buy
+8,660
New +$502K 0.27% 60

Other funds holding MO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Intelligence Driven Advisers's MO Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its Altria Group (MO) stake by 23% in Q3 2026, selling an estimated $125K and leaving 5,877 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #85.

Intelligence Driven Advisers first reported a position in MO in Q4 2018 and has held it in 15 quarters since. The position peaked at $553K in Q2 2026. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Intelligence Driven Advisers held 5,877 shares of Altria Group worth $396K as of Q3 2026.
  • Intelligence Driven Advisers sold 1,803 Altria Group shares in Q3 2026, an estimated $125K.
  • Altria Group made up 0.07% of Intelligence Driven Advisers's portfolio in Q3 2026, its #85 holding.
  • Intelligence Driven Advisers first reported a position in Altria Group in Q4 2018 and has held it in 15 quarters since.
  • Intelligence Driven Advisers's Altria Group position peaked at $553K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.