Measured Wealth Private Client Group’s Altria Group MO Stock Holding History

Measured Wealth Private Client Group’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	$1.47M	Buy	21,801 +958	+5%	+$66.5K	0.37%	41
2026 Q2	$1.5M	Buy	20,843 +707	+4%	+$49.3K	0.36%	43
2026 Q1	$1.33M	Sell	20,136 -150	-0.7%	-$9.7K	0.36%	39
2025 Q4	$1.17M	Buy	20,286 +3,862	+24%	+$233K	0.31%	42
2025 Q3	$1.08M	Buy	16,424 +1,930	+13%	+$122K	0.29%	44
2025 Q2	$850K	Buy	+14,494	New	+$851K	0.25%	57
2019 Q3	–	Sell	-5,886	Closed	-$279K	–	177
2019 Q2	$279K	Sell	5,886 -3,290	-36%	-$172K	0.16%	143
2019 Q1	$527K	Buy	+9,176	New	+$469K	0.32%	61
2018 Q4	–	Sell	-5,342	Closed	-$323K	–	463
2018 Q3	$323K	Buy	5,342 +1	+0%	+$59	0.19%	100
2018 Q2	$303K	Buy	+5,341	New	+$308K	0.25%	97

Other funds holding MO

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Measured Wealth Private Client Group's MO Position: Q3 2026 in Review

Measured Wealth Private Client Group increased its Altria Group (MO) stake by 4.6% in Q3 2026, buying an estimated $66.5K and bringing the position to 21,801 shares worth $1.47M. The position accounts for 0.37% of the portfolio, ranked #41.

Measured Wealth Private Client Group first reported a position in MO in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.5M in Q2 2026. 2,134 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Measured Wealth Private Client Group held 21,801 shares of Altria Group worth $1.47M as of Q3 2026.
Measured Wealth Private Client Group bought 958 Altria Group shares in Q3 2026, an estimated $66.5K.
Altria Group made up 0.37% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #41 holding.
Measured Wealth Private Client Group first reported a position in Altria Group in Q2 2018 and has held it in 10 quarters since.
Measured Wealth Private Client Group's Altria Group position peaked at $1.5M in Q2 2026.
2,134 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.