SOA Wealth Advisors
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SOA Wealth Advisors’s Altria Group MO Stock Holding History

SOA Wealth 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 		$61.4K Buy
912
+88
+11% +$6.11K 0.01% 351
2026
Q2 		$59.3K Buy
824
+10
+1% +$698 0.01% 359
2026
Q1 		$53.7K Sell
814
-352
-30% -$22.6K 0.01% 354
2025
Q4 		$67.3K Buy
1,166
+170
+17% +$10.3K 0.01% 324
2025
Q3 		$65.8K Buy
996
+11
+1% +$697 0.01% 341
2025
Q2 		$57.7K Buy
985
+303
+44% +$17.8K 0.01% 346
2025
Q1 		$40.9K Sell
682
-93
-12% -$5.08K 0.01% 370
2024
Q4 		$40.5K Sell
775
-39
-5% -$2.08K 0.01% 357
2024
Q3 		$41.6K Buy
814
+10
+1% +$505 0.01% 350
2024
Q2 		$36.6K Sell
804
-171
-18% -$7.59K 0.01% 352
2024
Q1 		$42.5K Buy
975
+11
+1% +$456 0.01% 329
2023
Q4 		$38.9K Buy
964
+10
+1% +$414 0.01% 324
2023
Q3 		$40.1K Sell
954
-91
-9% -$4.02K 0.01% 316
2023
Q2 		$47.4K Buy
1,045
+8
+0.8% +$362 0.01% 297
2023
Q1 		$46.3K Buy
1,037
+8
+0.8% +$368 0.01% 293
2022
Q4 		$47K Buy
1,029
+59
+6% +$2.67K 0.01% 289
2022
Q3 		$39K Buy
970
+9
+0.9% +$393 0.01% 295
2022
Q2 		$40K Sell
961
-284
-23% -$14.7K 0.01% 292
2022
Q1 		$65K Buy
1,245
+7
+0.6% +$357 0.02% 275
2021
Q4 		$58K Sell
1,238
-850
-41% -$39K 0.01% 277
2021
Q3 		$95K Sell
2,088
-3
-0.1% -$145 0.02% 225
2021
Q2 		$99K Sell
2,091
-144
-6% -$7.08K 0.03% 216
2021
Q1 		$114K Buy
2,235
+237
+12% +$10.6K 0.03% 184
2020
Q4 		$87K Buy
+1,998
New +$80.2K 0.02% 207

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

SOA Wealth Advisors's MO Position: Q3 2026 in Review

SOA Wealth Advisors increased its Altria Group (MO) stake by 11% in Q3 2026, buying an estimated $6.11K and bringing the position to 912 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #351.

SOA Wealth Advisors first reported a position in MO in Q4 2020 and has held it in 24 quarters since. The position peaked at $114K in Q1 2021. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • SOA Wealth Advisors held 912 shares of Altria Group worth $61.4K as of Q3 2026.
  • SOA Wealth Advisors bought 88 Altria Group shares in Q3 2026, an estimated $6.11K.
  • Altria Group made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #351 holding.
  • SOA Wealth Advisors first reported a position in Altria Group in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's Altria Group position peaked at $114K in Q1 2021.
  • 1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.