Winnow Wealth’s Altria Group MO Stock Holding History

Winnow 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	$1.04M	Sell	15,385 -1,769	-10%	-$123K	0.68%	40
2026 Q2	$1.23M	Sell	17,154 -523	-3%	-$36.5K	0.84%	23
2026 Q1	$1.17M	Sell	17,677 -745	-4%	-$47.9K	0.9%	21
2025 Q4	$1.07M	Buy	18,422 +393	+2%	+$23.7K	0.79%	26
2025 Q3	$1.21M	Buy	18,029 +17,429	+2,905%	+$1.1M	0.95%	19
2025 Q2	$35.2K	Sell	600 -18,401	-97%	-$1.08M	0.03%	95
2025 Q1	$1.14M	Buy	19,001 +1,068	+6%	+$58.3K	1.05%	12
2024 Q4	$927K	Buy	+17,933	New	+$955K	0.92%	22

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Winnow Wealth's MO Position: Q3 2026 in Review

Winnow Wealth reduced its Altria Group (MO) stake by 10% in Q3 2026, selling an estimated $123K and leaving 15,385 shares worth $1.04M. The position accounts for 0.68% of the portfolio, ranked #40.

Winnow Wealth first reported a position in MO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q2 2026. 589 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Winnow Wealth held 15,385 shares of Altria Group worth $1.04M as of Q3 2026.
Winnow Wealth sold 1,769 Altria Group shares in Q3 2026, an estimated $123K.
Altria Group made up 0.68% of Winnow Wealth's portfolio in Q3 2026, its #40 holding.
Winnow Wealth first reported a position in Altria Group in Q4 2024 and has held it in 8 quarters since.
Winnow Wealth's Altria Group position peaked at $1.23M in Q2 2026.
589 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.