Sweeney & Michel’s Altria Group MO Stock Holding History

Sweeney & Michel’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	$276K	Sell	4,036 -106	-3%	-$7.36K	0.07%	131
2026 Q2	$283K	Buy	4,142 +43	+1%	+$3K	0.07%	134
2026 Q1	$274K	Hold	4,099	–	–	0.08%	127
2025 Q4	$270K	Buy	4,099 +44	+1%	+$2.66K	0.08%	124
2025 Q3	$270K	Buy	4,055 +45	+1%	+$2.85K	0.09%	112
2025 Q2	$232K	Sell	4,010 -421	-10%	-$24.7K	0.08%	118
2025 Q1	$246K	Buy	+4,431	New	+$242K	0.11%	109
2024 Q3	$213K	Buy	+4,299	New	+$217K	0.08%	113

Other funds holding MO

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sweeney & Michel's MO Position: Q3 2026 in Review

Sweeney & Michel reduced its Altria Group (MO) stake by 2.6% in Q3 2026, selling an estimated $7.36K and leaving 4,036 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #131.

Sweeney & Michel first reported a position in MO in Q3 2024 and has held it in 8 quarters since. The position peaked at $283K in Q2 2026. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Sweeney & Michel held 4,036 shares of Altria Group worth $276K as of Q3 2026.
Sweeney & Michel sold 106 Altria Group shares in Q3 2026, an estimated $7.36K.
Altria Group made up 0.07% of Sweeney & Michel's portfolio in Q3 2026, its #131 holding.
Sweeney & Michel first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
Sweeney & Michel's Altria Group position peaked at $283K in Q2 2026.
1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.