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Legacy Trust’s Altria Group MO Stock Holding History

Legacy 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 		$302K Sell
3,872
-1,874
-33% -$130K 0.05% 183
2026
Q2 		$413K Sell
5,746
-225
-4% -$15.7K 0.07% 151
2026
Q1 		$394K Sell
5,971
-325
-5% -$20.9K 0.08% 155
2025
Q4 		$363K Buy
6,296
+460
+8% +$27.8K 0.07% 152
2025
Q3 		$386K Buy
+5,836
New +$370K 0.08% 147

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Legacy Trust's MO Position: Q3 2026 in Review

Legacy Trust reduced its Altria Group (MO) stake by 33% in Q3 2026, selling an estimated $130K and leaving 3,872 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #183.

Legacy Trust first reported a position in MO in Q3 2025 and has held it in 5 quarters since. The position peaked at $413K in Q2 2026. 1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Legacy Trust held 3,872 shares of Altria Group worth $302K as of Q3 2026.
  • Legacy Trust sold 1,874 Altria Group shares in Q3 2026, an estimated $130K.
  • Altria Group made up 0.05% of Legacy Trust's portfolio in Q3 2026, its #183 holding.
  • Legacy Trust first reported a position in Altria Group in Q3 2025 and has held it in 5 quarters since.
  • Legacy Trust's Altria Group position peaked at $413K in Q2 2026.
  • 1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

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