WealthPoint Financial’s Altria Group MO Stock Holding History

WealthPoint Financial’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	$206K	Buy	+3,061	New	+$213K	0.15%	124

Other funds holding MO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WealthPoint Financial's MO Position: Q3 2026 in Review

WealthPoint Financial opened a new position in Altria Group (MO) in Q3 2026: 3,061 shares worth $206K. The stake represents 0.15% of the portfolio and ranks #124 among its holdings.

1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

WealthPoint Financial held 3,061 shares of Altria Group worth $206K as of Q3 2026.
Altria Group was a new WealthPoint Financial position in Q3 2026.
Altria Group made up 0.15% of WealthPoint Financial's portfolio in Q3 2026, its #124 holding.
1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on WealthPoint Financial's 13F filing for Q3 2026, filed 3 Nov 2026.