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Titleist Asset Management’s Altria Group MO Stock Holding History

Titleist Asset 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 		$749K Buy
11,119
+977
+10% +$67.8K 0.05% 234
2026
Q2 		$730K Sell
10,142
-248
-2% -$17.3K 0.05% 232
2026
Q1 		$686K Buy
10,390
+395
+4% +$25.4K 0.05% 222
2025
Q4 		$576K Buy
9,995
+368
+4% +$22.2K 0.05% 210
2025
Q3 		$636K Sell
9,627
-1,229
-11% -$77.9K 0.06% 178
2025
Q2 		$636K Buy
10,856
+87
+0.8% +$5.11K 0.06% 177
2025
Q1 		$646K Buy
10,769
+46
+0.4% +$2.51K 0.07% 160
2024
Q4 		$561K Buy
10,723
+1,729
+19% +$92.1K 0.06% 178
2024
Q3 		$459K Sell
8,994
-280
-3% -$14.2K 0.07% 175
2024
Q2 		$422K Buy
9,274
+675
+8% +$29.9K 0.06% 183
2024
Q1 		$375K Sell
8,599
-6,570
-43% -$272K 0.07% 186
2023
Q4 		$612K Sell
15,169
-3,557
-19% -$147K 0.11% 134
2023
Q3 		$787K Buy
18,726
+808
+5% +$35.7K 0.16% 113
2023
Q2 		$812K Sell
17,918
-2,097
-10% -$95K 0.16% 109
2023
Q1 		$893K Buy
+20,015
New +$920K 0.19% 99

Other funds holding MO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Titleist Asset Management's MO Position: Q3 2026 in Review

Titleist Asset Management increased its Altria Group (MO) stake by 9.6% in Q3 2026, buying an estimated $67.8K and bringing the position to 11,119 shares worth $749K. The position accounts for 0.05% of the portfolio, ranked #234.

Titleist Asset Management first reported a position in MO in Q1 2023 and has held it in 15 quarters since. The position peaked at $893K in Q1 2023. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Titleist Asset Management held 11,119 shares of Altria Group worth $749K as of Q3 2026.
  • Titleist Asset Management bought 977 Altria Group shares in Q3 2026, an estimated $67.8K.
  • Altria Group made up 0.05% of Titleist Asset Management's portfolio in Q3 2026, its #234 holding.
  • Titleist Asset Management first reported a position in Altria Group in Q1 2023 and has held it in 15 quarters since.
  • Titleist Asset Management's Altria Group position peaked at $893K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.