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PKS Advisory Services’s Altria Group MO Stock Holding History

PKS Advisory 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 		$781K Hold
10,856
– – 0.13% 162
2026
Q2 		$781K Buy
10,856
+578
+6% +$40.3K 0.12% 163
2026
Q1 		$679K Buy
10,278
+860
+9% +$55.3K 0.16% 130
2025
Q4 		$543K Sell
9,418
-665
-7% -$40.2K 0.12% 151
2025
Q3 		$666K Buy
10,083
+739
+8% +$46.8K 0.14% 129
2025
Q2 		$548K Sell
9,344
-347
-4% -$20.4K 0.14% 140
2025
Q1 		$582K Buy
9,691
+426
+5% +$23.3K 0.16% 117
2024
Q4 		$484K Buy
+9,265
New +$494K 0.12% 145

Other funds holding MO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

PKS Advisory Services's MO Position: Q3 2026 in Review

PKS Advisory Services held its Altria Group (MO) position steady in Q3 2026 at 10,856 shares worth $781K. The position accounts for 0.13% of the portfolio, ranked #162.

PKS Advisory Services first reported a position in MO in Q4 2024 and has held it in 8 quarters since. 1,273 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • PKS Advisory Services held 10,856 shares of Altria Group worth $781K as of Q3 2026.
  • PKS Advisory Services left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.13% of PKS Advisory Services's portfolio in Q3 2026, its #162 holding.
  • PKS Advisory Services first reported a position in Altria Group in Q4 2024 and has held it in 8 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

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