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Mascoma Wealth Management’s Altria Group MO Stock Holding History

Mascoma Wealth 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 		– Sell
-7
Closed -$504 – 620
2026
Q2 		$504 Buy
+7
New +$489 ﹤0.01% 552
2024
Q2 		– Sell
-100
Closed -$4.36K – 496
2024
Q1 		$4.36K Hold
100
– – ﹤0.01% 392
2023
Q4 		$4.03K Hold
100
– – ﹤0.01% 409
2023
Q3 		$4.2K Hold
100
– – ﹤0.01% 412
2023
Q2 		$4.42K Sell
100
-100
-50% -$4.53K ﹤0.01% 400
2023
Q1 		$9.5K Hold
200
– – ﹤0.01% 411
2022
Q4 		$9.14K Hold
200
– – ﹤0.01% 418
2022
Q3 		$8K Hold
200
– – ﹤0.01% 437
2022
Q2 		$8K Sell
200
-200
-50% -$10.4K ﹤0.01% 451
2022
Q1 		$21K Hold
400
– – 0.01% 364
2021
Q4 		$19K Buy
400
+200
+100% +$9.16K 0.01% 336
2021
Q3 		$9K Buy
+200
New +$9.7K ﹤0.01% 350
2021
Q2 		– Sell
-100
Closed -$5K – 325
2021
Q1 		$5K Buy
+100
New +$4.48K ﹤0.01% 388
2019
Q3 		– Sell
-484
Closed -$23K – 248
2019
Q2 		$23K Hold
484
– – 0.01% 222
2019
Q1 		$28K Hold
484
– – 0.02% 199
2018
Q4 		$24K Sell
484
-675
-58% -$39.1K 0.02% 200
2018
Q3 		$70K Hold
1,159
– – 0.05% 142
2018
Q2 		$66K Sell
1,159
-965
-45% -$55.7K 0.05% 136
2018
Q1 		$132K Hold
2,124
– – 0.09% 93
2017
Q4 		$147K Buy
2,124
+19
+0.9% +$1.27K 0.09% 83
2017
Q3 		$133K Sell
2,105
-145
-6% -$9.7K 0.09% 95
2017
Q2 		$168K Sell
2,250
-451
-17% -$33K 0.11% 82
2017
Q1 		$193K Buy
2,701
+8
+0.3% +$579 0.14% 65
2016
Q4 		$182K Buy
+2,693
New +$173K 0.13% 68

Other funds holding MO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mascoma Wealth Management's MO Position: Q3 2026 in Review

Mascoma Wealth Management sold out of Altria Group (MO) in Q3 2026, closing a stake of 7 shares — an estimated $504 sold.

Mascoma Wealth Management first reported a position in MO in Q4 2016 and held it in 24 quarters. The position peaked at $193K in Q1 2017. 784 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Mascoma Wealth Management reported no remaining Altria Group position as of Q3 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 7 Altria Group shares in Q3 2026, an estimated $504.
  • Mascoma Wealth Management first reported a position in Altria Group in Q4 2016 and held it in 24 quarters.
  • Mascoma Wealth Management's Altria Group position peaked at $193K in Q1 2017.
  • 784 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.