WPC
MO icon

Wedmont Private Capital’s Altria Group MO Stock Holding History

Wedmont Private Capital’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 		$1.94M Buy
27,207
+4,240
+18% +$294K 0.05% 212
2026
Q2 		$1.65M Buy
22,967
+3,695
+19% +$258K 0.05% 228
2026
Q1 		$1.29M Sell
19,272
-527
-3% -$33.9K 0.04% 253
2025
Q4 		$1.08M Buy
19,799
+753
+4% +$45.5K 0.04% 273
2025
Q3 		$1.27M Buy
19,046
+895
+5% +$56.7K 0.05% 225
2025
Q2 		$1.05M Buy
18,151
+3,108
+21% +$183K 0.04% 252
2025
Q1 		$852K Sell
15,043
-4,404
-23% -$240K 0.04% 250
2024
Q4 		$989K Buy
19,447
+6,872
+55% +$366K 0.05% 221
2024
Q3 		$628K Buy
12,575
+1,588
+14% +$80.3K 0.04% 304
2024
Q2 		$524K Buy
10,987
+2,432
+28% +$108K 0.03% 329
2024
Q1 		$360K Buy
8,555
+825
+11% +$34.2K 0.03% 401
2023
Q4 		$324K Sell
7,730
-1,138
-13% -$47.1K 0.03% 408
2023
Q3 		$379K Sell
8,868
-4,228
-32% -$187K 0.04% 321
2023
Q2 		$596K Buy
13,096
+2,557
+24% +$116K 0.06% 212
2023
Q1 		$469K Buy
10,539
+211
+2% +$9.7K 0.06% 236
2022
Q4 		$480K Buy
10,328
+4,443
+75% +$201K 0.07% 208
2022
Q3 		$238K Buy
5,885
+914
+18% +$39.9K 0.05% 321
2022
Q2 		$208K Sell
4,971
-901
-15% -$46.7K 0.04% 313
2022
Q1 		$310K Buy
5,872
+1,694
+41% +$86.3K 0.07% 232
2021
Q4 		$210K Buy
+4,178
New +$191K 0.06% 226

Other funds holding MO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Wedmont Private Capital's MO Position: Q3 2026 in Review

Wedmont Private Capital increased its Altria Group (MO) stake by 18% in Q3 2026, buying an estimated $294K and bringing the position to 27,207 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #212.

Wedmont Private Capital first reported a position in MO in Q4 2021 and has held it in 20 quarters since. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Wedmont Private Capital held 27,207 shares of Altria Group worth $1.94M as of Q3 2026.
  • Wedmont Private Capital bought 4,240 Altria Group shares in Q3 2026, an estimated $294K.
  • Altria Group made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #212 holding.
  • Wedmont Private Capital first reported a position in Altria Group in Q4 2021 and has held it in 20 quarters since.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.