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Realta Investment Advisors’s Altria Group MO Stock Holding History

Realta Investment Advisors’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 		$334K Buy
4,961
+15
+0.3% +$1.04K 0.1% 163
2026
Q2 		$356K Sell
4,946
-3,070
-38% -$214K 0.11% 159
2026
Q1 		$529K Sell
8,016
-317
-4% -$20.4K 0.18% 121
2025
Q4 		$480K Buy
8,333
+49
+0.6% +$2.96K 0.16% 129
2025
Q3 		$547K Sell
8,284
-933
-10% -$59.1K 0.18% 111
2025
Q2 		$540K Sell
9,217
-585
-6% -$34.4K 0.21% 99
2025
Q1 		$588K Buy
9,802
+793
+9% +$43.3K 0.27% 91
2024
Q4 		$479K Buy
9,009
+1,222
+16% +$65.1K 0.2% 110
2024
Q3 		$388K Sell
7,787
-8,026
-51% -$406K 0.18% 123
2024
Q2 		$720K Buy
15,813
+606
+4% +$26.9K 0.14% 162
2024
Q1 		$663K Sell
15,207
-1,958
-11% -$81.2K 0.14% 177
2023
Q4 		$692K Sell
17,165
-6,504
-27% -$269K 0.16% 158
2023
Q3 		$1.07M Sell
23,669
-1,053
-4% -$46.5K 0.25% 96
2023
Q2 		$1.12M Sell
24,722
-3,457
-12% -$157K 0.24% 97
2023
Q1 		$1.26M Sell
28,179
-2,426
-8% -$112K 0.31% 81
2022
Q4 		$1.4M Buy
30,605
+202
+0.7% +$9.15K 0.34% 66
2022
Q3 		$1.23M Buy
30,403
+5,092
+20% +$222K 0.32% 69
2022
Q2 		$1.07M Sell
25,311
-473
-2% -$24.5K 0.26% 91
2022
Q1 		$1.35M Buy
25,784
+708
+3% +$36.1K 0.27% 84
2021
Q4 		$1.19M Sell
25,076
-1,007
-4% -$46.1K 0.26% 88
2021
Q3 		$1.19M Buy
26,083
+1,797
+7% +$86.8K 0.28% 82
2021
Q2 		$1.16M Buy
24,286
+1,746
+8% +$85.8K 0.27% 89
2021
Q1 		$1.15M Buy
22,540
+6,228
+38% +$279K 0.3% 82
2020
Q4 		$669K Buy
16,312
+4,611
+39% +$185K 0.19% 127
2020
Q3 		$452K Sell
11,701
-1,152
-9% -$47.9K 0.15% 160
2020
Q2 		$504K Sell
12,853
-611
-5% -$23.8K 0.17% 165
2020
Q1 		$521K Buy
13,464
+58
+0.4% +$2.57K 0.22% 129
2019
Q4 		$664K Buy
13,406
+764
+6% +$36K 0.18% 141
2019
Q3 		$511K Buy
12,642
+813
+7% +$37.4K 0.14% 172
2019
Q2 		$560K Buy
11,829
+3,576
+43% +$187K 0.16% 157
2019
Q1 		$476K Buy
+8,253
New +$422K 0.22% 138

Other funds holding MO

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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gradient Investments
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Realta Investment Advisors's MO Position: Q3 2026 in Review

Realta Investment Advisors increased its Altria Group (MO) stake by 0.3% in Q3 2026, buying an estimated $1.04K and bringing the position to 4,961 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #163.

Realta Investment Advisors first reported a position in MO in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.4M in Q4 2022. 355 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Realta Investment Advisors held 4,961 shares of Altria Group worth $334K as of Q3 2026.
  • Realta Investment Advisors bought 15 Altria Group shares in Q3 2026, an estimated $1.04K.
  • Altria Group made up 0.1% of Realta Investment Advisors's portfolio in Q3 2026, its #163 holding.
  • Realta Investment Advisors first reported a position in Altria Group in Q1 2019 and has held it in 31 quarters since.
  • Realta Investment Advisors's Altria Group position peaked at $1.4M in Q4 2022.
  • 355 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.