TrueNorth Wealth & Impact, LLC’s Altria Group MO Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$240K	Buy	+3,564	New	+$247K	0.09%	154

Other funds holding MO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 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

TrueNorth Wealth & Impact, LLC's MO Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Altria Group (MO) in Q3 2026: 3,564 shares worth $240K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings.

2,223 funds tracked by Wall St. Rank hold MO as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 3,564 shares of Altria Group worth $240K as of Q3 2026.
Altria Group was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Altria Group made up 0.09% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #154 holding.
2,223 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.