KWM
MO icon

Kaydan Wealth Management’s Altria Group MO Stock Holding History

Kaydan Wealth Management’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 		$239K Buy
3,545
+203
+6% +$14.1K 0.08% 108
2026
Q2 		$240K Buy
+3,342
New +$233K 0.07% 110

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

Kaydan Wealth Management's MO Position: Q3 2026 in Review

Kaydan Wealth Management increased its Altria Group (MO) stake by 6.1% in Q3 2026, buying an estimated $14.1K and bringing the position to 3,545 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #108.

Kaydan Wealth Management first reported a position in MO in Q2 2026 and has held it in 2 quarters since. The position peaked at $240K in Q2 2026. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Kaydan Wealth Management held 3,545 shares of Altria Group worth $239K as of Q3 2026.
  • Kaydan Wealth Management bought 203 Altria Group shares in Q3 2026, an estimated $14.1K.
  • Altria Group made up 0.08% of Kaydan Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Kaydan Wealth Management first reported a position in Altria Group in Q2 2026 and has held it in 2 quarters since.
  • Kaydan Wealth Management's Altria Group position peaked at $240K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.