Peterson Wealth Services
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Peterson Wealth Services’s Altria Group MO Stock Holding History

Peterson Wealth Services’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 		$23K Hold
342
– – ﹤0.01% 171
2026
Q2 		$24.6K Hold
342
– – 0.01% 174
2026
Q1 		$22.6K Hold
342
– – 0.01% 176
2025
Q4 		$19.7K Sell
342
-59,088
-99% -$3.57M 0.01% 168
2025
Q3 		$22.6K Buy
+59,430
New +$3.77M 0.01% 173

Other funds holding MO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Peterson Wealth Services's MO Position: Q3 2026 in Review

Peterson Wealth Services held its Altria Group (MO) position steady in Q3 2026 at 342 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Peterson Wealth Services first reported a position in MO in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.6K in Q2 2026. 1,969 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Peterson Wealth Services held 342 shares of Altria Group worth $23K as of Q3 2026.
  • Peterson Wealth Services left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #171 holding.
  • Peterson Wealth Services first reported a position in Altria Group in Q3 2025 and has held it in 5 quarters since.
  • Peterson Wealth Services's Altria Group position peaked at $24.6K in Q2 2026.
  • 1,969 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.