MBE Wealth Management’s Altria Group MO Stock Holding History

MBE 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	$601K	Buy	8,920 +2,562	+40%	+$178K	0.21%	67
2026 Q2	$457K	Sell	6,358 -704	-10%	-$49.1K	0.16%	86
2026 Q1	$466K	Buy	7,062 +90	+1%	+$5.79K	0.19%	70
2025 Q4	$402K	Buy	6,972 +101	+1%	+$6.1K	0.17%	76
2025 Q3	$454K	Buy	6,871 +128	+2%	+$8.11K	0.2%	67
2025 Q2	$395K	Buy	6,743 +77	+1%	+$4.52K	0.17%	73
2025 Q1	$400K	Buy	6,666 +984	+17%	+$53.7K	0.19%	68
2024 Q4	$297K	Buy	+5,682	New	+$303K	0.17%	69
2020 Q2	–	Sell	-1,166	Closed	-$45K	–	336
2020 Q1	$45K	Buy	+1,166	New	+$51.7K	0.04%	130

Other funds holding MO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

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

MBE Wealth Management increased its Altria Group (MO) stake by 40% in Q3 2026, buying an estimated $178K and bringing the position to 8,920 shares worth $601K. The position accounts for 0.21% of the portfolio, ranked #67.

MBE Wealth Management first reported a position in MO in Q1 2020 and has held it in 9 quarters since. 1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

MBE Wealth Management held 8,920 shares of Altria Group worth $601K as of Q3 2026.
MBE Wealth Management bought 2,562 Altria Group shares in Q3 2026, an estimated $178K.
Altria Group made up 0.21% of MBE Wealth Management's portfolio in Q3 2026, its #67 holding.
MBE Wealth Management first reported a position in Altria Group in Q1 2020 and has held it in 9 quarters since.
1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.