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Olistico Wealth’s Altria Group MO Stock Holding History

Olistico Wealth’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 		$36.4K Hold
541
– – 0.02% 184
2026
Q2 		$38.9K Hold
541
– – 0.02% 178
2026
Q1 		$35.7K Sell
541
-275
-34% -$17.7K 0.02% 180
2025
Q4 		$47.1K Buy
+816
New +$49.3K 0.02% 164
2025
Q3 		– Sell
-516
Closed -$30.3K – 246
2025
Q2 		$30.3K Sell
516
-123
-19% -$7.22K 0.02% 199
2025
Q1 		$38.4K Sell
639
-300
-32% -$16.4K 0.02% 176
2024
Q4 		$49.1K Hold
939
– – 0.03% 160
2024
Q3 		$47.9K Sell
939
-170
-15% -$8.59K 0.03% 163
2024
Q2 		$50.5K Buy
+1,109
New +$49.2K 0.03% 162

Other funds holding MO

GI
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
AIM
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
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Olistico Wealth's MO Position: Q3 2026 in Review

Olistico Wealth held its Altria Group (MO) position steady in Q3 2026 at 541 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #184.

Olistico Wealth first reported a position in MO in Q2 2024 and has held it in 9 quarters since. The position peaked at $50.5K in Q2 2024. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Olistico Wealth held 541 shares of Altria Group worth $36.4K as of Q3 2026.
  • Olistico Wealth left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #184 holding.
  • Olistico Wealth first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Altria Group position peaked at $50.5K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.