VisionPoint Advisory Group
MO icon

VisionPoint Advisory Group’s Altria Group MO Stock Holding History

VisionPoint Advisory Group’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 		$427K Sell
6,335
-551
-8% -$38.3K 0.07% 272
2026
Q2 		$495K Sell
6,886
-300
-4% -$20.9K 0.08% 261
2026
Q1 		$474K Sell
7,186
-404
-5% -$26K 0.09% 230
2025
Q4 		$438K Buy
7,590
+846
+13% +$51.1K 0.09% 230
2025
Q3 		$446K Buy
6,744
+638
+10% +$40.4K 0.09% 222
2025
Q2 		$358K Buy
+6,106
New +$359K 0.08% 241
2024
Q3 		– Sell
-337
Closed -$15.4K – 572
2024
Q2 		$15.4K Hold
337
– – 0.01% 434
2024
Q1 		$14.7K Hold
337
– – 0.01% 418
2023
Q4 		$13.6K Hold
337
– – 0.01% 392
2023
Q3 		$14.2K Hold
337
– – 0.01% 416
2023
Q2 		$15.3K Sell
337
-10,058
-97% -$456K 0.01% 335
2023
Q1 		$480K Buy
10,395
+6,121
+143% +$281K 0.21% 83
2022
Q4 		$205K Buy
+4,274
New +$194K 0.08% 130
2021
Q2 		– Sell
-4,408
Closed -$226K – 104
2021
Q1 		$226K Sell
4,408
-4,110
-48% -$184K 0.11% 107
2020
Q4 		$349K Sell
8,518
-44,052
-84% -$1.77M 0.18% 101
2020
Q3 		$2.03M Sell
52,570
-11,251
-18% -$468K 0.88% 23
2020
Q2 		$2.67M Sell
63,821
-2,498
-4% -$97.5K 1.08% 20
2020
Q1 		$2.56M Buy
66,319
+52,170
+369% +$2.32M 1.2% 17
2019
Q4 		$706K Buy
14,149
+502
+4% +$23.7K 0.29% 57
2019
Q3 		$568K Sell
13,647
-85
-0.6% -$3.91K 0.16% 67
2019
Q2 		$650K Sell
13,732
-127
-0.9% -$6.65K 0.19% 61
2019
Q1 		$796K Buy
13,859
+1,139
+9% +$58.2K 0.22% 58
2018
Q4 		$628K Buy
+12,720
New +$737K 0.2% 58

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

VisionPoint Advisory Group's MO Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Altria Group (MO) stake by 8% in Q3 2026, selling an estimated $38.3K and leaving 6,335 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #272.

VisionPoint Advisory Group first reported a position in MO in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.67M in Q2 2020. 784 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • VisionPoint Advisory Group held 6,335 shares of Altria Group worth $427K as of Q3 2026.
  • VisionPoint Advisory Group sold 551 Altria Group shares in Q3 2026, an estimated $38.3K.
  • Altria Group made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #272 holding.
  • VisionPoint Advisory Group first reported a position in Altria Group in Q4 2018 and has held it in 23 quarters since.
  • VisionPoint Advisory Group's Altria Group position peaked at $2.67M in Q2 2020.
  • 784 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.