LFG Wealth Partners
MO icon

LFG Wealth Partners’s Altria Group MO Stock Holding History

LFG Wealth Partners’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 		$380K Buy
5,644
+678
+14% +$47.1K 0.16% 76
2026
Q2 		$357K Buy
4,966
+55
+1% +$3.84K 0.17% 73
2026
Q1 		$324K Sell
4,911
-567
-10% -$36.5K 0.2% 74
2025
Q4 		$316K Buy
+5,478
New +$331K 0.2% 71

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

LFG Wealth Partners's MO Position: Q3 2026 in Review

LFG Wealth Partners increased its Altria Group (MO) stake by 14% in Q3 2026, buying an estimated $47.1K and bringing the position to 5,644 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #76.

LFG Wealth Partners first reported a position in MO in Q4 2025 and has held it in 4 quarters since. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • LFG Wealth Partners held 5,644 shares of Altria Group worth $380K as of Q3 2026.
  • LFG Wealth Partners bought 678 Altria Group shares in Q3 2026, an estimated $47.1K.
  • Altria Group made up 0.16% of LFG Wealth Partners's portfolio in Q3 2026, its #76 holding.
  • LFG Wealth Partners first reported a position in Altria Group in Q4 2025 and has held it in 4 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.