Mindset Wealth Management’s Altria Group MO Stock Holding History

Mindset 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	$600K	Buy	8,903 +157	+2%	+$10.9K	0.11%	81
2026 Q2	$629K	Sell	8,746 -1,000	-10%	-$69.8K	0.12%	83
2026 Q1	$643K	Buy	9,746 +200	+2%	+$12.9K	0.17%	71
2025 Q4	$550K	Buy	9,546 +222	+2%	+$13.4K	0.14%	79
2025 Q3	$616K	Buy	9,324 +1	+0%	+$63	0.17%	63
2025 Q2	$547K	Buy	9,323 +1,250	+15%	+$73.4K	0.18%	67
2025 Q1	$485K	Buy	8,073 +582	+8%	+$31.8K	0.19%	69
2024 Q4	$392K	Hold	7,491	–	–	0.14%	78
2024 Q3	$382K	Buy	+7,491	New	+$379K	0.16%	79

Other funds holding MO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

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

Mindset Wealth Management increased its Altria Group (MO) stake by 1.8% in Q3 2026, buying an estimated $10.9K and bringing the position to 8,903 shares worth $600K. The position accounts for 0.11% of the portfolio, ranked #81.

Mindset Wealth Management first reported a position in MO in Q3 2024 and has held it in 9 quarters since. The position peaked at $643K in Q1 2026. 718 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Mindset Wealth Management held 8,903 shares of Altria Group worth $600K as of Q3 2026.
Mindset Wealth Management bought 157 Altria Group shares in Q3 2026, an estimated $10.9K.
Altria Group made up 0.11% of Mindset Wealth Management's portfolio in Q3 2026, its #81 holding.
Mindset Wealth Management first reported a position in Altria Group in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Altria Group position peaked at $643K in Q1 2026.
718 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.