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Matthew Hamilton Rosenberg’s Altria Group MO Stock Holding History

Matthew Hamilton Rosenberg’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 		$204K Hold
3,029
– – 0.04% 226
2026
Q2 		$218K Buy
3,029
+446
+17% +$31.1K 0.04% 209
2026
Q1 		$170K Hold
2,583
– – 0.03% 240
2025
Q4 		$149K Buy
2,583
+1,007
+64% +$60.8K 0.03% 264
2025
Q3 		$104K Hold
1,576
– – 0.02% 325
2025
Q2 		$92.4K Buy
1,576
+250
+19% +$14.7K 0.02% 348
2025
Q1 		$79.6K Buy
1,326
+79
+6% +$4.31K 0.02% 349
2024
Q4 		$65.2K Buy
1,247
+279
+29% +$14.9K 0.02% 380
2024
Q3 		$49.4K Sell
968
-329
-25% -$16.6K 0.01% 428
2024
Q2 		$59.7K Sell
1,297
-225
-15% -$9.98K 0.02% 389
2024
Q1 		$65.8K Hold
1,522
– – 0.02% 382
2023
Q4 		$61.4K Buy
1,522
+449
+42% +$18.6K 0.02% 394
2023
Q3 		$45.1K Sell
1,073
-172
-14% -$7.6K 0.02% 432
2023
Q2 		$56.4K Sell
1,245
-956
-43% -$43.3K 0.02% 408
2023
Q1 		$98.2K Buy
2,201
+2
+0.1% +$92 0.03% 320
2022
Q4 		$101K Buy
2,199
+2
+0.1% +$91 0.03% 304
2022
Q3 		$89K Buy
2,197
+108
+5% +$4.71K 0.03% 312
2022
Q2 		$88K Buy
2,089
+1,023
+96% +$53K 0.03% 327
2022
Q1 		$56K Buy
1,066
+98
+10% +$4.99K 0.02% 437
2021
Q4 		$46K Sell
968
-229
-19% -$10.5K 0.02% 427
2021
Q3 		$54K Buy
1,197
+4
+0.3% +$193 0.02% 380
2021
Q2 		$57K Buy
1,193
+4
+0.3% +$197 0.03% 341
2021
Q1 		$61K Buy
1,189
+5
+0.4% +$224 0.03% 325
2020
Q4 		$49K Sell
1,184
-341
-22% -$13.7K 0.03% 329
2020
Q3 		$59K Sell
1,525
-1,012
-40% -$42.1K 0.04% 288
2020
Q2 		$100K Sell
2,537
-45
-2% -$1.76K 0.08% 190
2020
Q1 		$100K Buy
+2,582
New +$115K 0.1% 121

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

Matthew Hamilton Rosenberg's MO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Altria Group (MO) position steady in Q3 2026 at 3,029 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #226.

Matthew Hamilton Rosenberg first reported a position in MO in Q1 2020 and has held it in 27 quarters since. The position peaked at $218K in Q2 2026. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Matthew Hamilton Rosenberg held 3,029 shares of Altria Group worth $204K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #226 holding.
  • Matthew Hamilton Rosenberg first reported a position in Altria Group in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Altria Group position peaked at $218K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.