Lantz Financial’s Altria Group MO Stock Holding History

Lantz Financial’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	$1.49M	Buy	22,155 +57	+0.3%	+$3.96K	0.27%	89
2026 Q2	$1.59M	Buy	22,098 +1,116	+5%	+$77.9K	0.29%	92
2026 Q1	$1.38M	Buy	20,982 +596	+3%	+$38.3K	0.29%	94
2025 Q4	$1.18M	Buy	20,386 +2,175	+12%	+$131K	0.25%	102
2025 Q3	$1.2M	Buy	+18,211	New	+$1.15M	0.27%	101

Other funds holding MO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

Lantz Financial's MO Position: Q3 2026 in Review

Lantz Financial increased its Altria Group (MO) stake by 0.26% in Q3 2026, buying an estimated $3.96K and bringing the position to 22,155 shares worth $1.49M. The position accounts for 0.27% of the portfolio, ranked #89.

Lantz Financial first reported a position in MO in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Lantz Financial held 22,155 shares of Altria Group worth $1.49M as of Q3 2026.
Lantz Financial bought 57 Altria Group shares in Q3 2026, an estimated $3.96K.
Altria Group made up 0.27% of Lantz Financial's portfolio in Q3 2026, its #89 holding.
Lantz Financial first reported a position in Altria Group in Q3 2025 and has held it in 5 quarters since.
Lantz Financial's Altria Group position peaked at $1.59M in Q2 2026.
1,109 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.