Thrive Wealth Management’s Altria Group MO Stock Holding History

Thrive Wealth Management’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	$301K	Sell	4,463 -12	-0.3%	-$833	0.04%	197
2026 Q2	$322K	Buy	4,475 +299	+7%	+$20.9K	0.04%	178
2026 Q1	$276K	Sell	4,176 -327	-7%	-$21K	0.04%	187
2025 Q4	$260K	Buy	4,503 +539	+14%	+$32.5K	0.04%	200
2025 Q3	$262K	Buy	3,964 +182	+5%	+$11.5K	0.04%	200
2025 Q2	$222K	Buy	+3,782	New	+$222K	0.04%	214
2022 Q2	–	Sell	-7,157	Closed	-$374K	–	153
2022 Q1	$374K	Sell	7,157 -874	-11%	-$44.5K	0.11%	107
2021 Q4	$381K	Buy	+8,031	New	+$368K	0.13%	102

Other funds holding MO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Thrive Wealth Management's MO Position: Q3 2026 in Review

Thrive Wealth Management reduced its Altria Group (MO) stake by 0.27% in Q3 2026, selling an estimated $833 and leaving 4,463 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #197.

Thrive Wealth Management first reported a position in MO in Q4 2021 and has held it in 8 quarters since. The position peaked at $381K in Q4 2021. 718 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Thrive Wealth Management held 4,463 shares of Altria Group worth $301K as of Q3 2026.
Thrive Wealth Management sold 12 Altria Group shares in Q3 2026, an estimated $833.
Altria Group made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #197 holding.
Thrive Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 8 quarters since.
Thrive Wealth Management's Altria Group position peaked at $381K in Q4 2021.
718 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.