Powers Advisory Group
MO icon

Powers Advisory Group’s Altria Group MO Stock Holding History

Powers 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 		$639K Buy
9,484
+73
+0.8% +$5.07K 0.19% 69
2026
Q2 		$677K Sell
9,411
-72
-0.8% -$5.02K 0.21% 70
2026
Q1 		$626K Sell
9,483
-295
-3% -$19K 0.22% 67
2025
Q4 		$564K Buy
9,778
+501
+5% +$30.3K 0.21% 69
2025
Q3 		$613K Buy
9,277
+108
+1% +$6.84K 0.24% 63
2025
Q2 		$538K Buy
9,169
+86
+0.9% +$5.05K 0.24% 67
2025
Q1 		$545K Buy
9,083
+97
+1% +$5.3K 0.26% 62
2024
Q4 		$470K Buy
8,986
+98
+1% +$5.22K 0.24% 65
2024
Q3 		$454K Sell
8,888
-102
-1% -$5.16K 0.23% 64
2024
Q2 		$409K Sell
8,990
-943
-9% -$41.8K 0.22% 66
2024
Q1 		$433K Sell
9,933
-1,335
-12% -$55.4K 0.25% 62
2023
Q4 		$455K Buy
11,268
+51
+0.5% +$2.11K 0.28% 59
2023
Q3 		$472K Sell
11,217
-136
-1% -$6.01K 0.32% 56
2023
Q2 		$514K Buy
11,353
+9
+0.1% +$408 0.34% 54
2023
Q1 		$506K Buy
11,344
+135
+1% +$6.21K 0.35% 57
2022
Q4 		$512K Buy
11,209
+53
+0.5% +$2.4K 0.38% 56
2022
Q3 		$450K Buy
11,156
+123
+1% +$5.37K 0.36% 60
2022
Q2 		$461K Sell
11,033
-202
-2% -$10.5K 0.35% 64
2022
Q1 		$587K Buy
11,235
+119
+1% +$6.06K 0.41% 57
2021
Q4 		$527K Buy
+11,116
New +$509K 0.37% 59

Other funds holding MO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

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

Powers Advisory Group increased its Altria Group (MO) stake by 0.78% in Q3 2026, buying an estimated $5.07K and bringing the position to 9,484 shares worth $639K. The position accounts for 0.19% of the portfolio, ranked #69.

Powers Advisory Group first reported a position in MO in Q4 2021 and has held it in 20 quarters since. The position peaked at $677K in Q2 2026. 652 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Powers Advisory Group held 9,484 shares of Altria Group worth $639K as of Q3 2026.
  • Powers Advisory Group bought 73 Altria Group shares in Q3 2026, an estimated $5.07K.
  • Altria Group made up 0.19% of Powers Advisory Group's portfolio in Q3 2026, its #69 holding.
  • Powers Advisory Group first reported a position in Altria Group in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Altria Group position peaked at $677K in Q2 2026.
  • 652 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.