LPT
MO icon

Legacy Private Trust’s Altria Group MO Stock Holding History

Legacy Private Trust’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 		$2.06M Buy
30,613
+1,938
+7% +$135K 0.11% 124
2026
Q2 		$2.06M Sell
28,675
-2,534
-8% -$177K 0.11% 126
2026
Q1 		$2.06M Sell
31,209
-307
-1% -$19.8K 0.13% 110
2025
Q4 		$1.82M Buy
31,516
+1,794
+6% +$108K 0.11% 129
2025
Q3 		$1.96M Buy
29,722
+2,272
+8% +$144K 0.12% 121
2025
Q2 		$1.61M Buy
27,450
+8,663
+46% +$509K 0.1% 131
2025
Q1 		$1.13M Buy
+18,787
New +$1.03M 0.08% 151
2019
Q3 		– Sell
-8,133
Closed -$385K – 232
2019
Q2 		$385K Sell
8,133
-1,155
-12% -$60.5K 0.04% 188
2019
Q1 		$534K Sell
9,288
-1,010
-10% -$51.6K 0.06% 160
2018
Q4 		$508K Sell
10,298
-1,414
-12% -$81.9K 0.07% 164
2018
Q3 		$706K Buy
11,712
+1,249
+12% +$74.1K 0.08% 151
2018
Q2 		$594K Buy
10,463
+2,124
+25% +$122K 0.07% 163
2018
Q1 		$520K Sell
8,339
-2,800
-25% -$185K 0.06% 177
2017
Q4 		$795K Sell
11,139
-2,186
-16% -$146K 0.09% 148
2017
Q3 		$845K Sell
13,325
-9,100
-41% -$607K 0.1% 147
2017
Q2 		$1.67M Sell
22,425
-60,961
-73% -$4.46M 0.21% 100
2017
Q1 		$5.96M Buy
83,386
+7,068
+9% +$512K 0.77% 31
2016
Q4 		$5.16M Sell
76,318
-26,309
-26% -$1.69M 0.7% 37
2016
Q3 		$6.49M Sell
102,627
-10,713
-9% -$712K 0.88% 28
2016
Q2 		$7.82M Buy
113,340
+43,076
+61% +$2.76M 1.14% 16
2016
Q1 		$4.4M Buy
70,264
+6,989
+11% +$423K 0.66% 44
2015
Q4 		$3.68M Buy
63,275
+26,520
+72% +$1.54M 0.56% 55
2015
Q3 		$2M Buy
36,755
+18,270
+99% +$980K 0.32% 89
2015
Q2 		$904K Hold
18,485
– – 0.14% 146
2015
Q1 		$925K Sell
18,485
-100
-0.5% -$5.31K 0.14% 148
2014
Q4 		$916K Sell
18,585
-620
-3% -$30.2K 0.13% 153
2014
Q3 		$882K Sell
19,205
-2,440
-11% -$105K 0.13% 152
2014
Q2 		$908K Buy
21,645
+12,650
+141% +$509K 0.14% 144
2014
Q1 		$336K Buy
8,995
+165
+2% +$6K 0.06% 169
2013
Q4 		$339K Sell
8,830
-200
-2% -$7.38K 0.06% 165
2013
Q3 		$310K Sell
9,030
-3,070
-25% -$108K 0.07% 154
2013
Q2 		$423K Buy
+12,100
New +$435K 0.1% 127

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

Legacy Private Trust's MO Position: Q3 2026 in Review

Legacy Private Trust increased its Altria Group (MO) stake by 6.8% in Q3 2026, buying an estimated $135K and bringing the position to 30,613 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #124.

Legacy Private Trust first reported a position in MO in Q2 2013 and has held it in 32 quarters since. The position peaked at $7.82M in Q2 2016. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Legacy Private Trust held 30,613 shares of Altria Group worth $2.06M as of Q3 2026.
  • Legacy Private Trust bought 1,938 Altria Group shares in Q3 2026, an estimated $135K.
  • Altria Group made up 0.11% of Legacy Private Trust's portfolio in Q3 2026, its #124 holding.
  • Legacy Private Trust first reported a position in Altria Group in Q2 2013 and has held it in 32 quarters since.
  • Legacy Private Trust's Altria Group position peaked at $7.82M in Q2 2016.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.