S.A. Mason
MO icon

S.A. Mason’s Altria Group MO Stock Holding History

S.A. Mason’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 		$170K Hold
2,526
– – 0.05% 231
2026
Q2 		$182K Buy
2,526
+961
+61% +$67.1K 0.06% 228
2026
Q1 		$103K Buy
+1,565
New +$101K 0.04% 264
2025
Q4 		– Sell
-1,565
Closed -$103K – 267
2025
Q3 		$103K Hold
1,565
– – 0.05% 253
2025
Q2 		$91.8K Hold
1,565
– – 0.04% 249
2025
Q1 		$93.9K Hold
1,565
– – 0.05% 234
2024
Q4 		$81.8K Hold
1,565
– – 0.04% 245
2024
Q3 		$79.9K Hold
1,565
– – 0.04% 243
2024
Q2 		$71.3K Hold
1,565
– – 0.04% 235
2024
Q1 		$68.3K Buy
1,565
+65
+4% +$2.7K 0.04% 235
2023
Q4 		$60.5K Sell
1,500
-150
-9% -$6.2K 0.04% 229
2023
Q3 		$69.4K Hold
1,650
– – 0.05% 233
2023
Q2 		$73.6K Hold
1,650
– – 0.05% 231
2023
Q1 		$73.6K Hold
1,650
– – 0.05% 231
2022
Q4 		$75.4K Hold
1,650
– – 0.06% 227
2022
Q3 		$67K Hold
1,650
– – 0.05% 230
2022
Q2 		$69K Buy
1,650
+150
+10% +$7.77K 0.05% 234
2022
Q1 		$78K Hold
1,500
– – 0.05% 237
2021
Q4 		$71K Hold
1,500
– – 0.04% 235
2021
Q3 		$68K Hold
1,500
– – 0.04% 236
2021
Q2 		$72K Hold
1,500
– – 0.05% 224
2021
Q1 		$77K Hold
1,500
– – 0.06% 213
2020
Q4 		$62K Hold
1,500
– – 0.05% 213
2020
Q3 		$58K Hold
1,500
– – 0.06% 202
2020
Q2 		$59K Sell
1,500
-961
-39% -$37.5K 0.06% 206
2020
Q1 		$95K Hold
2,461
– – 0.12% 164
2019
Q4 		$123K Buy
+2,461
New +$116K 0.12% 165

Other funds holding MO

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

S.A. Mason's MO Position: Q3 2026 in Review

S.A. Mason held its Altria Group (MO) position steady in Q3 2026 at 2,526 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #231.

S.A. Mason first reported a position in MO in Q4 2019 and has held it in 27 quarters since. The position peaked at $182K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • S.A. Mason held 2,526 shares of Altria Group worth $170K as of Q3 2026.
  • S.A. Mason left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.05% of S.A. Mason's portfolio in Q3 2026, its #231 holding.
  • S.A. Mason first reported a position in Altria Group in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's Altria Group position peaked at $182K in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.