Wealth Quarterback
MO icon

Wealth Quarterback’s Altria Group MO Stock Holding History

Wealth Quarterback’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 		$780K Buy
11,581
+33
+0.3% +$2.29K 0.24% 65
2026
Q2 		$831K Sell
11,548
-1,192
-9% -$83.2K 0.26% 64
2026
Q1 		$841K Sell
12,740
-9
-0.1% -$579 0.33% 59
2025
Q4 		$735K Buy
12,749
+2,270
+22% +$137K 0.26% 63
2025
Q3 		$692K Sell
10,479
-1,688
-14% -$107K 0.27% 67
2025
Q2 		$713K Buy
12,167
+1,059
+10% +$62.2K 0.34% 66
2025
Q1 		$667K Buy
11,108
+690
+7% +$37.7K 0.38% 66
2024
Q4 		$545K Buy
10,418
+49
+0.5% +$2.61K 0.26% 65
2024
Q3 		$529K Sell
10,369
-441
-4% -$22.3K 0.28% 69
2024
Q2 		$492K Buy
10,810
+3,276
+43% +$145K 0.28% 67
2024
Q1 		$329K Buy
7,534
+7
+0.1% +$290 0.18% 87
2023
Q4 		$304K Sell
7,527
-543
-7% -$22.5K 0.19% 92
2023
Q3 		$339K Sell
8,070
-352
-4% -$15.6K 0.29% 78
2023
Q2 		$382K Buy
8,422
+291
+4% +$13.2K 0.26% 76
2023
Q1 		$363K Buy
8,131
+72
+0.9% +$3.31K 0.31% 73
2022
Q4 		$368K Buy
8,059
+78
+1% +$3.53K 0.31% 74
2022
Q3 		$322K Buy
7,981
+114
+1% +$4.97K 0.34% 73
2022
Q2 		$329K Buy
+7,867
New +$407K 0.26% 80
2021
Q3 		$461K Buy
21,036
+12,727
+153% +$615K 0.31% 67
2021
Q2 		$397K Buy
+8,309
New +$408K 0.24% 77
2020
Q4 		$381K Sell
9,299
-14,226
-60% -$571K 0.32% 72
2020
Q3 		$923K Hold
23,525
– – 0.85% 36
2020
Q2 		$923K Buy
23,525
+2,358
+11% +$92K 0.85% 36
2020
Q1 		$831K Sell
21,167
-83,278
-80% -$3.7M 0.76% 32
2019
Q4 		$960K Buy
+104,445
New +$4.93M 0.83% 28

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

Wealth Quarterback's MO Position: Q3 2026 in Review

Wealth Quarterback increased its Altria Group (MO) stake by 0.29% in Q3 2026, buying an estimated $2.29K and bringing the position to 11,581 shares worth $780K. The position accounts for 0.24% of the portfolio, ranked #65.

Wealth Quarterback first reported a position in MO in Q4 2019 and has held it in 25 quarters since. The position peaked at $960K in Q4 2019. 819 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Wealth Quarterback held 11,581 shares of Altria Group worth $780K as of Q3 2026.
  • Wealth Quarterback bought 33 Altria Group shares in Q3 2026, an estimated $2.29K.
  • Altria Group made up 0.24% of Wealth Quarterback's portfolio in Q3 2026, its #65 holding.
  • Wealth Quarterback first reported a position in Altria Group in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's Altria Group position peaked at $960K in Q4 2019.
  • 819 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.