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Marquette Asset Management’s Altria Group MO Stock Holding History

Marquette Asset 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 		$11K Hold
164
– – ﹤0.01% 252
2026
Q2 		$11.8K Hold
164
– – ﹤0.01% 298
2026
Q1 		$10.8K Buy
164
+8
+5% +$515 ﹤0.01% 240
2025
Q4 		$8.99K Sell
156
-48
-24% -$2.9K ﹤0.01% 243
2025
Q3 		$13.5K Buy
+204
New +$12.9K ﹤0.01% 186
2019
Q2 		– Sell
-359
Closed -$21K – 280
2019
Q1 		$21K Buy
+359
New +$18.3K 0.01% 197

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

Marquette Asset Management's MO Position: Q3 2026 in Review

Marquette Asset Management held its Altria Group (MO) position steady in Q3 2026 at 164 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Marquette Asset Management first reported a position in MO in Q1 2019 and has held it in 6 quarters since. The position peaked at $21K in Q1 2019. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Marquette Asset Management held 164 shares of Altria Group worth $11K as of Q3 2026.
  • Marquette Asset Management left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #252 holding.
  • Marquette Asset Management first reported a position in Altria Group in Q1 2019 and has held it in 6 quarters since.
  • Marquette Asset Management's Altria Group position peaked at $21K in Q1 2019.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.