Tower View Wealth Management
MO icon

Tower View Wealth Management’s Altria Group MO Stock Holding History

Tower View 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 		$74.1K Buy
1,101
+16
+1% +$1.11K 0.03% 93
2026
Q2 		$78K Buy
1,085
+16
+1% +$1.12K 0.03% 90
2026
Q1 		$70.6K Buy
1,069
+19
+2% +$1.22K 0.04% 85
2025
Q4 		$60.5K Buy
1,050
+17
+2% +$1.03K 0.03% 84
2025
Q3 		$68.3K Buy
1,033
+17
+2% +$1.08K 0.04% 78
2025
Q2 		$59.5K Buy
1,016
+18
+2% +$1.06K 0.03% 95
2025
Q1 		$59.9K Buy
998
+19
+2% +$1.04K 0.03% 72
2024
Q4 		$51.2K Buy
979
+12
+1% +$639 0.03% 82
2024
Q3 		$49.3K Buy
967
+13
+1% +$657 0.03% 83
2024
Q2 		$43.5K Buy
954
+13
+1% +$577 0.02% 84
2024
Q1 		$41.1K Buy
941
+13
+1% +$539 0.02% 89
2023
Q4 		$37K Buy
928
+13
+1% +$538 0.02% 88
2023
Q3 		$38K Buy
915
+369
+68% +$16.3K 0.03% 84
2023
Q2 		$25K Sell
546
-392
-42% -$17.8K 0.02% 94
2023
Q1 		$42K Hold
938
– – 0.03% 84
2022
Q4 		$43K Buy
938
+19
+2% +$861 0.03% 86
2022
Q3 		$37K Buy
919
+19
+2% +$829 0.03% 86
2022
Q2 		$38K Hold
900
– – 0.03% 86
2022
Q1 		$47K Sell
900
-100
-10% -$5.09K 0.03% 103
2021
Q4 		$47K Hold
1,000
– – 0.02% 107
2021
Q3 		$46K Buy
+1,000
New +$48.3K 0.03% 104
2018
Q2 		– Sell
-92
Closed -$6K – 147
2018
Q1 		$6K Buy
92
+1
+1% +$66 0.01% 122
2017
Q4 		$6K Buy
+91
New +$6.1K 0.01% 128

Other funds holding MO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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 $57.1B AUM 43.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Tower View Wealth Management's MO Position: Q3 2026 in Review

Tower View Wealth Management increased its Altria Group (MO) stake by 1.5% in Q3 2026, buying an estimated $1.11K and bringing the position to 1,101 shares worth $74.1K. The position accounts for 0.03% of the portfolio, ranked #93.

Tower View Wealth Management first reported a position in MO in Q4 2017 and has held it in 23 quarters since. The position peaked at $78K in Q2 2026. 1,280 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Tower View Wealth Management held 1,101 shares of Altria Group worth $74.1K as of Q3 2026.
  • Tower View Wealth Management bought 16 Altria Group shares in Q3 2026, an estimated $1.11K.
  • Altria Group made up 0.03% of Tower View Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Tower View Wealth Management first reported a position in Altria Group in Q4 2017 and has held it in 23 quarters since.
  • Tower View Wealth Management's Altria Group position peaked at $78K in Q2 2026.
  • 1,280 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.