Precedent Wealth Partners’s Altria Group MO Stock Holding History

Precedent Wealth Partners’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	$3.05M	Buy	45,328 +5,907	+15%	+$410K	0.47%	66
2026 Q2	$2.84M	Buy	39,421 +3,090	+9%	+$216K	0.47%	62
2026 Q1	$2.4M	Buy	36,331 +1,897	+6%	+$122K	0.48%	64
2025 Q4	$1.99M	Buy	34,434 +1,734	+5%	+$105K	0.42%	73
2025 Q3	$2.16M	Buy	32,700 +1,952	+6%	+$124K	0.48%	64
2025 Q2	$1.8M	Buy	30,748 +3,476	+13%	+$204K	0.44%	68
2025 Q1	$1.64M	Buy	27,272 +4,302	+19%	+$235K	0.45%	65
2024 Q4	$1.2M	Sell	22,970 -331	-1%	-$17.6K	0.39%	75
2024 Q3	$1.19M	Buy	+23,301	New	+$1.18M	0.39%	70

Other funds holding MO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Precedent Wealth Partners's MO Position: Q3 2026 in Review

Precedent Wealth Partners increased its Altria Group (MO) stake by 15% in Q3 2026, buying an estimated $410K and bringing the position to 45,328 shares worth $3.05M. The position accounts for 0.47% of the portfolio, ranked #66.

Precedent Wealth Partners first reported a position in MO in Q3 2024 and has held it in 9 quarters since. 1,857 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Precedent Wealth Partners held 45,328 shares of Altria Group worth $3.05M as of Q3 2026.
Precedent Wealth Partners bought 5,907 Altria Group shares in Q3 2026, an estimated $410K.
Altria Group made up 0.47% of Precedent Wealth Partners's portfolio in Q3 2026, its #66 holding.
Precedent Wealth Partners first reported a position in Altria Group in Q3 2024 and has held it in 9 quarters since.
1,857 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.