MBA Advisors
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MBA Advisors’s Altria Group MO Stock Holding History

MBA Advisors’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 		$906K Sell
13,453
-72
-0.5% -$5K 0.3% 65
2026
Q2 		$973K Sell
13,525
-19
-0.1% -$1.33K 0.33% 63
2026
Q1 		$894K Buy
13,544
+551
+4% +$35.5K 0.34% 62
2025
Q4 		$749K Sell
12,993
-227
-2% -$13.7K 0.3% 69
2025
Q3 		$873K Buy
13,220
+25
+0.2% +$1.58K 0.37% 56
2025
Q2 		$774K Buy
13,195
+140
+1% +$8.22K 0.36% 62
2025
Q1 		$784K Buy
13,055
+82
+0.6% +$4.48K 0.39% 61
2024
Q4 		$678K Buy
12,973
+983
+8% +$52.4K 0.34% 64
2024
Q3 		$612K Buy
11,990
+1,005
+9% +$50.8K 0.29% 68
2024
Q2 		$500K Buy
10,985
+3,100
+39% +$138K 0.26% 74
2024
Q1 		$344K Buy
7,885
+2,522
+47% +$105K 0.18% 91
2023
Q4 		$216K Sell
5,363
-1,000
-16% -$41.4K 0.12% 118
2023
Q3 		$268K Sell
6,363
-560
-8% -$24.7K 0.16% 97
2023
Q2 		$314K Hold
6,923
– – 0.19% 87
2023
Q1 		$309K Buy
6,923
+1,900
+38% +$87.3K 0.19% 95
2022
Q4 		$230K Hold
5,023
– – 0.15% 114
2022
Q3 		$203K Buy
+5,023
New +$219K 0.15% 117
2022
Q2 		– Sell
-4,313
Closed -$225K – 145
2022
Q1 		$225K Sell
4,313
-63
-1% -$3.21K 0.14% 130
2021
Q4 		$207K Sell
4,376
-495
-10% -$22.7K 0.13% 146
2021
Q3 		$222K Buy
4,871
+504
+12% +$24.3K 0.16% 125
2021
Q2 		$208K Buy
+4,367
New +$215K 0.1% 130

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

MBA Advisors's MO Position: Q3 2026 in Review

MBA Advisors reduced its Altria Group (MO) stake by 0.53% in Q3 2026, selling an estimated $5K and leaving 13,453 shares worth $906K. The position accounts for 0.3% of the portfolio, ranked #65.

MBA Advisors first reported a position in MO in Q2 2021 and has held it in 21 quarters since. The position peaked at $973K in Q2 2026. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • MBA Advisors held 13,453 shares of Altria Group worth $906K as of Q3 2026.
  • MBA Advisors sold 72 Altria Group shares in Q3 2026, an estimated $5K.
  • Altria Group made up 0.3% of MBA Advisors's portfolio in Q3 2026, its #65 holding.
  • MBA Advisors first reported a position in Altria Group in Q2 2021 and has held it in 21 quarters since.
  • MBA Advisors's Altria Group position peaked at $973K in Q2 2026.
  • 1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.