Intergy Private Wealth’s Altria Group MO Stock Holding History

Intergy Private Wealth’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	$373K	Buy	5,546 +64	+1%	+$4.44K	0.08%	86
2026 Q2	$394K	Buy	5,482 +513	+10%	+$35.8K	0.09%	84
2026 Q1	$328K	Buy	4,969 +443	+10%	+$28.5K	0.1%	85
2025 Q4	$261K	Sell	4,526 -920	-17%	-$55.6K	0.08%	92
2025 Q3	$360K	Buy	5,446 +87	+2%	+$5.51K	0.11%	76
2025 Q2	$314K	Buy	5,359 +883	+20%	+$51.9K	0.11%	76
2025 Q1	$269K	Buy	4,476 +459	+11%	+$25.1K	0.1%	81
2024 Q4	$210K	Buy	+4,017	New	+$214K	0.08%	87

Other funds holding MO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Intergy Private Wealth's MO Position: Q3 2026 in Review

Intergy Private Wealth increased its Altria Group (MO) stake by 1.2% in Q3 2026, buying an estimated $4.44K and bringing the position to 5,546 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #86.

Intergy Private Wealth first reported a position in MO in Q4 2024 and has held it in 8 quarters since. The position peaked at $394K in Q2 2026. 729 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Intergy Private Wealth held 5,546 shares of Altria Group worth $373K as of Q3 2026.
Intergy Private Wealth bought 64 Altria Group shares in Q3 2026, an estimated $4.44K.
Altria Group made up 0.08% of Intergy Private Wealth's portfolio in Q3 2026, its #86 holding.
Intergy Private Wealth first reported a position in Altria Group in Q4 2024 and has held it in 8 quarters since.
Intergy Private Wealth's Altria Group position peaked at $394K in Q2 2026.
729 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.