MRA Advisory Group
MO icon

MRA Advisory Group’s Altria Group MO Stock Holding History

MRA Advisory 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 		$565K Sell
8,390
-20,809
-71% -$1.44M 0.21% 72
2026
Q2 		$2.1M Buy
+29,199
New +$2.04M 0.76% 29
2025
Q4 		– Sell
-5,051
Closed -$334K – 143
2025
Q3 		$334K Sell
5,051
-77
-2% -$4.88K 0.15% 92
2025
Q2 		$301K Buy
5,128
+601
+13% +$35.3K 0.14% 100
2025
Q1 		$272K Buy
+4,527
New +$247K 0.15% 94
2024
Q4 		– Sell
-4,178
Closed -$213K – 134
2024
Q3 		$213K Sell
4,178
-676
-14% -$34.2K 0.12% 103
2024
Q2 		$221K Buy
+4,854
New +$215K 0.13% 94

Other funds holding MO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 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

MRA Advisory Group's MO Position: Q3 2026 in Review

MRA Advisory Group reduced its Altria Group (MO) stake by 71% in Q3 2026, selling an estimated $1.44M and leaving 8,390 shares worth $565K. The position accounts for 0.21% of the portfolio, ranked #72.

MRA Advisory Group first reported a position in MO in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q2 2026. 1,862 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • MRA Advisory Group held 8,390 shares of Altria Group worth $565K as of Q3 2026.
  • MRA Advisory Group sold 20,809 Altria Group shares in Q3 2026, an estimated $1.44M.
  • Altria Group made up 0.21% of MRA Advisory Group's portfolio in Q3 2026, its #72 holding.
  • MRA Advisory Group first reported a position in Altria Group in Q2 2024 and has held it in 7 quarters since.
  • MRA Advisory Group's Altria Group position peaked at $2.1M in Q2 2026.
  • 1,862 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.