LeConte Wealth Management
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LeConte Wealth Management’s Altria Group MO Stock Holding History

LeConte 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 Sell
3,549
-493
-12% -$34.2K 0.13% 157
2026
Q2 		$291K Buy
4,042
+80
+2% +$5.58K 0.16% 108
2026
Q1 		$261K Sell
3,962
-354
-8% -$22.8K 0.17% 109
2025
Q4 		$249K Sell
4,316
-6
-0.1% -$362 0.16% 98
2025
Q3 		$286K Buy
+4,322
New +$274K 0.19% 81

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

LeConte Wealth Management reduced its Altria Group (MO) stake by 12% in Q3 2026, selling an estimated $34.2K and leaving 3,549 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #157.

LeConte Wealth Management first reported a position in MO in Q3 2025 and has held it in 5 quarters since. The position peaked at $291K in Q2 2026. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • LeConte Wealth Management held 3,549 shares of Altria Group worth $239K as of Q3 2026.
  • LeConte Wealth Management sold 493 Altria Group shares in Q3 2026, an estimated $34.2K.
  • Altria Group made up 0.13% of LeConte Wealth Management's portfolio in Q3 2026, its #157 holding.
  • LeConte Wealth Management first reported a position in Altria Group in Q3 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Altria Group position peaked at $291K in Q2 2026.
  • 1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.