James T. Borello RIA
MO icon

James T. Borello RIA’s Altria Group MO Stock Holding History

James T. Borello RIA’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 		$27.3K Sell
406
-94
-19% -$6.53K 0.01% 343
2026
Q2 		$36K Buy
500
+65
+15% +$4.54K 0.01% 288
2026
Q1 		$28.7K Buy
435
+59
+16% +$3.8K 0.01% 300
2025
Q4 		$21.7K Buy
376
+172
+84% +$10.4K 0.01% 268
2025
Q3 		$13.5K Buy
204
+169
+483% +$10.7K ﹤0.01% 270
2025
Q2 		$2.05K Buy
+35
New +$2.06K ﹤0.01% 256

Other funds holding MO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

James T. Borello RIA's MO Position: Q3 2026 in Review

James T. Borello RIA reduced its Altria Group (MO) stake by 19% in Q3 2026, selling an estimated $6.53K and leaving 406 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #343.

James T. Borello RIA first reported a position in MO in Q2 2025 and has held it in 6 quarters since. The position peaked at $36K in Q2 2026. 652 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • James T. Borello RIA held 406 shares of Altria Group worth $27.3K as of Q3 2026.
  • James T. Borello RIA sold 94 Altria Group shares in Q3 2026, an estimated $6.53K.
  • Altria Group made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #343 holding.
  • James T. Borello RIA first reported a position in Altria Group in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello RIA's Altria Group position peaked at $36K in Q2 2026.
  • 652 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.