Maia Wealth’s Altria Group MO Stock Holding History

Maia Wealth’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	$1.91M	Buy	28,377 +5,073	+22%	+$352K	0.26%	112
2026 Q2	$1.68M	Buy	23,304 +3,684	+19%	+$257K	0.25%	114
2026 Q1	$1.29M	Buy	19,620 +3,427	+21%	+$220K	0.22%	125
2025 Q4	$1.09M	Buy	16,193 +3,505	+28%	+$212K	0.19%	132
2025 Q3	$730K	Buy	12,688 +3,963	+45%	+$251K	0.12%	175
2025 Q2	$512K	Buy	8,725 +4,894	+128%	+$287K	0.1%	192
2025 Q1	$219K	Sell	3,831 -8,172	-68%	-$446K	0.05%	271
2024 Q4	$642K	Buy	+12,003	New	+$639K	0.14%	143
2024 Q3	–	Sell	-5,810	Closed	-$277K	–	285
2024 Q2	$277K	Buy	+5,810	New	+$258K	0.08%	171

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

Maia Wealth's MO Position: Q3 2026 in Review

Maia Wealth increased its Altria Group (MO) stake by 22% in Q3 2026, buying an estimated $352K and bringing the position to 28,377 shares worth $1.91M. The position accounts for 0.26% of the portfolio, ranked #112.

Maia Wealth first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 1,109 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Maia Wealth held 28,377 shares of Altria Group worth $1.91M as of Q3 2026.
Maia Wealth bought 5,073 Altria Group shares in Q3 2026, an estimated $352K.
Altria Group made up 0.26% of Maia Wealth's portfolio in Q3 2026, its #112 holding.
Maia Wealth first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
1,109 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.