Premier Path Wealth Partners
MO icon

Premier Path Wealth Partners’s Altria Group MO Stock Holding History

Premier Path 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 		$1.32M Sell
19,666
-106
-0.5% -$7.36K 0.15% 122
2026
Q2 		$1.42M Buy
19,772
+3,169
+19% +$221K 0.16% 130
2026
Q1 		$1.1M Buy
16,603
+4,824
+41% +$310K 0.14% 145
2025
Q4 		$679K Buy
11,779
+1,132
+11% +$68.4K 0.09% 213
2025
Q3 		$703K Buy
10,647
+1,294
+14% +$82K 0.09% 219
2025
Q2 		$548K Buy
9,353
+1,131
+14% +$66.4K 0.08% 236
2025
Q1 		$493K Buy
8,222
+579
+8% +$31.6K 0.08% 232
2024
Q4 		$400K Buy
7,643
+244
+3% +$13K 0.06% 259
2024
Q3 		$378K Buy
7,399
+73
+1% +$3.69K 0.06% 267
2024
Q2 		$334K Buy
7,326
+1,181
+19% +$52.4K 0.06% 280
2024
Q1 		$268K Sell
6,145
-1,156
-16% -$47.9K 0.05% 289
2023
Q4 		$295K Buy
+7,301
New +$302K 0.07% 265

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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

Premier Path Wealth Partners's MO Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Altria Group (MO) stake by 0.54% in Q3 2026, selling an estimated $7.36K and leaving 19,666 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #122.

Premier Path Wealth Partners first reported a position in MO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.42M in Q2 2026. 1,524 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Premier Path Wealth Partners held 19,666 shares of Altria Group worth $1.32M as of Q3 2026.
  • Premier Path Wealth Partners sold 106 Altria Group shares in Q3 2026, an estimated $7.36K.
  • Altria Group made up 0.15% of Premier Path Wealth Partners's portfolio in Q3 2026, its #122 holding.
  • Premier Path Wealth Partners first reported a position in Altria Group in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Altria Group position peaked at $1.42M in Q2 2026.
  • 1,524 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.