Private Client Services’s Altria Group MO Stock Holding History

Private Client 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	$554K	Buy	8,234 +504	+7%	+$35K	0.15%	117
2026 Q2	$556K	Buy	7,730 +128	+2%	+$8.93K	0.15%	125
2026 Q1	$502K	Sell	7,602 -2,287	-23%	-$147K	0.15%	118
2025 Q4	$570K	Buy	9,889 +4,196	+74%	+$253K	0.18%	96
2025 Q3	$376K	Sell	5,693 -2,850	-33%	-$181K	0.13%	126
2025 Q2	$501K	Buy	8,543 +3,340	+64%	+$196K	0.2%	111
2025 Q1	$312K	Buy	5,203 +63	+1%	+$3.44K	0.15%	126
2024 Q4	$269K	Sell	5,140 -51	-1%	-$2.72K	0.14%	136
2024 Q3	$265K	Buy	+5,191	New	+$262K	0.14%	132

Other funds holding MO

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

KGC

Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Private Client Services's MO Position: Q3 2026 in Review

Private Client Services increased its Altria Group (MO) stake by 6.5% in Q3 2026, buying an estimated $35K and bringing the position to 8,234 shares worth $554K. The position accounts for 0.15% of the portfolio, ranked #117.

Private Client Services first reported a position in MO in Q3 2024 and has held it in 9 quarters since. The position peaked at $570K in Q4 2025. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Private Client Services held 8,234 shares of Altria Group worth $554K as of Q3 2026.
Private Client Services bought 504 Altria Group shares in Q3 2026, an estimated $35K.
Altria Group made up 0.15% of Private Client Services's portfolio in Q3 2026, its #117 holding.
Private Client Services first reported a position in Altria Group in Q3 2024 and has held it in 9 quarters since.
Private Client Services's Altria Group position peaked at $570K in Q4 2025.
138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.