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Todd Wealth Management’s Altria Group MO Stock Holding History

Todd 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 		$1.83M Sell
27,174
-57
-0.2% -$3.96K 1.4% 22
2026
Q2 		$1.96M Sell
27,231
-67
-0.2% -$4.68K 1.49% 19
2026
Q1 		$1.8M Sell
27,298
-27
-0.1% -$1.74K 1.64% 19
2025
Q4 		$1.58M Buy
+27,325
New +$1.65M 1.43% 21

Other funds holding MO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Todd Wealth Management reduced its Altria Group (MO) stake by 0.21% in Q3 2026, selling an estimated $3.96K and leaving 27,174 shares worth $1.83M. The position accounts for 1.4% of the portfolio, ranked #22.

Todd Wealth Management first reported a position in MO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.96M in Q2 2026. 1,056 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Todd Wealth Management held 27,174 shares of Altria Group worth $1.83M as of Q3 2026.
  • Todd Wealth Management sold 57 Altria Group shares in Q3 2026, an estimated $3.96K.
  • Altria Group made up 1.4% of Todd Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Todd Wealth Management first reported a position in Altria Group in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Altria Group position peaked at $1.96M in Q2 2026.
  • 1,056 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.