James T. Borello
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James T. Borello’s Altria Group MO Stock Holding History

James T. Borello’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 		$27.3K Sell
406
-94
-19% -$6.53K 0.01% 343
2026
Q2 		$36K Buy
500
+65
+15% +$4.54K 0.01% 288
2026
Q1 		$28.7K Buy
435
+59
+16% +$3.8K 0.01% 300
2025
Q4 		$21.7K Buy
376
+172
+84% +$10.4K 0.01% 268
2025
Q3 		$13.5K Buy
204
+169
+483% +$10.7K ﹤0.01% 270
2025
Q2 		$2.05K Buy
+35
New +$2.06K ﹤0.01% 256

Other funds holding MO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

James T. Borello's MO Position: Q3 2026 in Review

James T. Borello reduced its Altria Group (MO) stake by 19% in Q3 2026, selling an estimated $6.53K and leaving 406 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #343.

James T. Borello first reported a position in MO in Q2 2025 and has held it in 6 quarters since. The position peaked at $36K in Q2 2026. 993 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • James T. Borello held 406 shares of Altria Group worth $27.3K as of Q3 2026.
  • James T. Borello sold 94 Altria Group shares in Q3 2026, an estimated $6.53K.
  • Altria Group made up 0.01% of James T. Borello's portfolio in Q3 2026, its #343 holding.
  • James T. Borello first reported a position in Altria Group in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello's Altria Group position peaked at $36K in Q2 2026.
  • 993 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.