Waterfront Wealth
MO icon

Waterfront Wealth’s Altria Group MO Stock Holding History

Waterfront Wealth’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 		$322K Hold
4,313
– – 0.05% 254
2026
Q2 		$310K Buy
4,313
+1,147
+36% +$80.1K 0.05% 255
2026
Q1 		$209K Buy
+3,166
New +$204K 0.04% 275
2025
Q4 		– Sell
-3,166
Closed -$204K – 277
2025
Q3 		$204K Buy
+3,166
New +$201K 0.04% 260

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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

Waterfront Wealth's MO Position: Q3 2026 in Review

Waterfront Wealth held its Altria Group (MO) position steady in Q3 2026 at 4,313 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #254.

Waterfront Wealth first reported a position in MO in Q3 2025 and has held it in 4 quarters since. 1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Waterfront Wealth held 4,313 shares of Altria Group worth $322K as of Q3 2026.
  • Waterfront Wealth left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.05% of Waterfront Wealth's portfolio in Q3 2026, its #254 holding.
  • Waterfront Wealth first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.