Valley Wealth Managers
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Valley Wealth Managers’s Altria Group MO Stock Holding History

Valley Wealth Managers’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 		– Sell
-718
Closed -$51.7K – 352
2026
Q2 		$51.7K Hold
718
– – ﹤0.01% 220
2026
Q1 		$47.4K Hold
718
– – ﹤0.01% 218
2025
Q4 		$41.4K Buy
718
+407
+131% +$24.6K ﹤0.01% 227
2025
Q3 		$20.5K Sell
311
-96
-24% -$6.08K ﹤0.01% 240
2025
Q2 		$23.9K Sell
407
-326
-44% -$19.1K ﹤0.01% 224
2025
Q1 		$44K Hold
733
– – ﹤0.01% 210
2024
Q4 		$38.3K Hold
733
– – ﹤0.01% 223
2024
Q3 		$37.4K Buy
733
+66
+10% +$3.34K ﹤0.01% 232
2024
Q2 		$30.4K Buy
667
+260
+64% +$11.5K ﹤0.01% 241
2024
Q1 		$17.8K Hold
407
– – ﹤0.01% 247
2023
Q4 		$16.4K Hold
407
– – ﹤0.01% 258
2023
Q3 		$17.1K Hold
407
– – ﹤0.01% 265
2023
Q2 		$18.4K Hold
407
– – ﹤0.01% 249
2023
Q1 		$18.2K Sell
407
-575
-59% -$26.4K ﹤0.01% 257
2022
Q4 		$44.9K Hold
982
– – ﹤0.01% 232
2022
Q3 		$39K Sell
982
-70
-7% -$3.05K ﹤0.01% 256
2022
Q2 		$44K Buy
+1,052
New +$54.5K ﹤0.01% 255
2017
Q3 		– Sell
-10,657
Closed -$794K – 127
2017
Q2 		$794K Sell
10,657
-11,765
-52% -$861K 0.11% 90
2017
Q1 		$1.6M Sell
22,422
-1,277
-5% -$92.4K 0.21% 75
2016
Q4 		$1.6M Sell
23,699
-145
-0.6% -$9.34K 0.23% 68
2016
Q3 		$1.51M Sell
23,844
-1,738
-7% -$115K 0.22% 67
2016
Q2 		$1.76M Buy
25,582
+11,207
+78% +$718K 0.27% 57
2016
Q1 		$901K Buy
+14,375
New +$869K 0.15% 82

Other funds holding MO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Valley Wealth Managers's MO Position: Q3 2026 in Review

Valley Wealth Managers sold out of Altria Group (MO) in Q3 2026, closing a stake of 718 shares — an estimated $51.7K sold.

Valley Wealth Managers first reported a position in MO in Q1 2016 and held it in 23 quarters. The position peaked at $1.76M in Q2 2016. 784 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Valley Wealth Managers reported no remaining Altria Group position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 718 Altria Group shares in Q3 2026, an estimated $51.7K.
  • Valley Wealth Managers first reported a position in Altria Group in Q1 2016 and held it in 23 quarters.
  • Valley Wealth Managers's Altria Group position peaked at $1.76M in Q2 2016.
  • 784 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.