MinichMacGregor Wealth Management’s Altria Group MO Stock Holding History

MinichMacGregor 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	–	Sell	-3,135	Closed	-$226K	–	167
2026 Q2	$226K	Buy	+3,135	New	+$219K	0.03%	140
2026 Q1	–	Sell	-4,076	Closed	-$235K	–	151
2025 Q4	$235K	Sell	4,076 -192	-4%	-$11.6K	0.04%	120
2025 Q3	$282K	Buy	+4,268	New	+$270K	0.06%	113
2023 Q1	–	Sell	-1,317	Closed	-$60.2K	–	422
2022 Q4	$60.2K	Buy	+1,317	New	+$59.7K	0.02%	168
2020 Q2	–	Sell	-5,017	Closed	-$205K	–	96
2020 Q1	$205K	Buy	+5,017	New	+$223K	0.18%	77
2018 Q4	–	Sell	-651	Closed	-$39K	–	337
2018 Q3	$39K	Hold	651	–	–	0.03%	142
2018 Q2	$36K	Sell	651 -4	-0.6%	-$231	0.03%	136
2018 Q1	$40K	Hold	655	–	–	0.03%	127
2017 Q4	$46K	Hold	655	–	–	0.04%	119
2017 Q3	$41K	Buy	655 +136	+26%	+$9.07K	0.03%	117
2017 Q2	$38K	Buy	519 +4	+0.8%	+$293	0.03%	116
2017 Q1	$36K	Hold	515	–	–	0.03%	123
2016 Q4	$34K	Sell	515 -3,025	-85%	-$195K	0.03%	133
2016 Q3	$223K	Buy	3,540 +1,412	+66%	+$93.8K	0.21%	34
2016 Q2	$146K	Hold	2,128	–	–	0.14%	48
2016 Q1	$133K	Sell	2,128 -895	-30%	-$54.1K	0.13%	50
2015 Q4	$154K	Buy	+3,023	New	+$175K	0.14%	43

Other funds holding MO

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

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

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

MinichMacGregor Wealth Management sold out of Altria Group (MO) in Q3 2026, closing a stake of 3,135 shares — an estimated $226K sold.

MinichMacGregor Wealth Management first reported a position in MO in Q4 2015 and held it in 17 quarters. The position peaked at $282K in Q3 2025. 302 funds tracked by Wall St. Rank hold MO as of Q3 2026.

MinichMacGregor Wealth Management reported no remaining Altria Group position as of Q3 2026 after selling out during the quarter.
MinichMacGregor Wealth Management sold 3,135 Altria Group shares in Q3 2026, an estimated $226K.
MinichMacGregor Wealth Management first reported a position in Altria Group in Q4 2015 and held it in 17 quarters.
MinichMacGregor Wealth Management's Altria Group position peaked at $282K in Q3 2025.
302 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.