Vista Investment Partners’s Altria Group MO Stock Holding History

Vista Investment Partners’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	$765K	Sell	11,363 -2	-0%	-$139	0.2%	92
2026 Q2	$818K	Sell	11,365 -12,406	-52%	-$866K	0.21%	93
2026 Q1	$1.57M	Sell	23,771 -290	-1%	-$18.7K	0.41%	66
2025 Q4	$1.39M	Sell	24,061 -2,002	-8%	-$121K	0.36%	77
2025 Q3	$1.72M	Hold	26,063	–	–	0.48%	61
2025 Q2	$1.53M	Hold	26,063	–	–	0.44%	63
2025 Q1	$1.56M	Sell	26,063 -297	-1%	-$16.2K	0.48%	63
2024 Q4	$1.38M	Sell	26,360 -2,386	-8%	-$127K	0.43%	66
2024 Q3	$1.47M	Sell	28,746 -340	-1%	-$17.2K	0.47%	61
2024 Q2	$1.32M	Sell	29,086 -805	-3%	-$35.7K	0.44%	64
2024 Q1	$1.3M	Sell	29,891 -14,571	-33%	-$604K	0.44%	66
2023 Q4	$1.79M	Buy	+44,462	New	+$1.84M	0.66%	48

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Vista Investment Partners's MO Position: Q3 2026 in Review

Vista Investment Partners reduced its Altria Group (MO) stake by 0.02% in Q3 2026, selling an estimated $139 and leaving 11,363 shares worth $765K. The position accounts for 0.2% of the portfolio, ranked #92.

Vista Investment Partners first reported a position in MO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.79M in Q4 2023. 422 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Vista Investment Partners held 11,363 shares of Altria Group worth $765K as of Q3 2026.
Vista Investment Partners sold 2 Altria Group shares in Q3 2026, an estimated $139.
Altria Group made up 0.2% of Vista Investment Partners's portfolio in Q3 2026, its #92 holding.
Vista Investment Partners first reported a position in Altria Group in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's Altria Group position peaked at $1.79M in Q4 2023.
422 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.