WWM
MO icon

Whalen Wealth Management’s Altria Group MO Stock Holding History

Whalen Wealth Management’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 		$448K Buy
6,647
+1,752
+36% +$122K 0.19% 126
2026
Q2 		$352K Sell
4,895
-2,221
-31% -$155K 0.16% 146
2026
Q1 		$470K Hold
7,116
– – 0.25% 102
2025
Q4 		$410K Hold
7,116
– – 0.22% 134
2025
Q3 		$470K Buy
+7,116
New +$451K 0.27% 88

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

Whalen Wealth Management's MO Position: Q3 2026 in Review

Whalen Wealth Management increased its Altria Group (MO) stake by 36% in Q3 2026, buying an estimated $122K and bringing the position to 6,647 shares worth $448K. The position accounts for 0.19% of the portfolio, ranked #126.

Whalen Wealth Management first reported a position in MO in Q3 2025 and has held it in 5 quarters since. The position peaked at $470K in Q3 2025. 138 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Whalen Wealth Management held 6,647 shares of Altria Group worth $448K as of Q3 2026.
  • Whalen Wealth Management bought 1,752 Altria Group shares in Q3 2026, an estimated $122K.
  • Altria Group made up 0.19% of Whalen Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Whalen Wealth Management first reported a position in Altria Group in Q3 2025 and has held it in 5 quarters since.
  • Whalen Wealth Management's Altria Group position peaked at $470K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.