Xcel Wealth Management
MO icon

Xcel Wealth Management’s Altria Group MO Stock Holding History

Xcel 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 		$958K Buy
14,225
+218
+2% +$15.1K 0.24% 75
2026
Q2 		$1.01M Buy
14,007
+2,003
+17% +$140K 0.24% 75
2026
Q1 		$792K Buy
12,004
+2,429
+25% +$156K 0.22% 78
2025
Q4 		$552K Buy
9,575
+553
+6% +$33.4K 0.14% 95
2025
Q3 		$596K Buy
9,022
+1,554
+21% +$98.5K 0.15% 91
2025
Q2 		$438K Buy
7,468
+2,784
+59% +$164K 0.12% 98
2025
Q1 		$281K Buy
4,684
+100
+2% +$5.46K 0.09% 116
2024
Q4 		$240K Buy
4,584
+16
+0.4% +$852 0.07% 121
2024
Q3 		$233K Buy
+4,568
New +$231K 0.07% 118
2023
Q3 		– Sell
-9,638
Closed -$437K – 123
2023
Q2 		$437K Sell
9,638
-50
-0.5% -$2.26K 0.14% 94
2023
Q1 		$432K Buy
9,688
+1,025
+12% +$47.1K 0.15% 92
2022
Q4 		$396K Hold
8,663
– – 0.16% 88
2022
Q3 		$350K Buy
8,663
+300
+4% +$13.1K 0.13% 95
2022
Q2 		$349K Buy
8,363
+1,859
+29% +$96.3K 0.13% 93
2022
Q1 		$340K Buy
6,504
+1,095
+20% +$55.8K 0.09% 116
2021
Q4 		$256K Buy
+5,409
New +$248K 0.07% 131

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Xcel Wealth Management increased its Altria Group (MO) stake by 1.6% in Q3 2026, buying an estimated $15.1K and bringing the position to 14,225 shares worth $958K. The position accounts for 0.24% of the portfolio, ranked #75.

Xcel Wealth Management first reported a position in MO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.01M in Q2 2026. 1,612 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Xcel Wealth Management held 14,225 shares of Altria Group worth $958K as of Q3 2026.
  • Xcel Wealth Management bought 218 Altria Group shares in Q3 2026, an estimated $15.1K.
  • Altria Group made up 0.24% of Xcel Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Xcel Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 16 quarters since.
  • Xcel Wealth Management's Altria Group position peaked at $1.01M in Q2 2026.
  • 1,612 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.