Yoder Wealth Management’s Altria Group MO Stock Holding History

Yoder 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	$232K	Buy	3,444 +124	+4%	+$8.61K	0.09%	128
2026 Q2	$239K	Buy	3,320 +36	+1%	+$2.51K	0.09%	118
2026 Q1	$217K	Buy	+3,284	New	+$211K	0.1%	117
2025 Q4	–	Sell	-3,284	Closed	-$217K	–	121
2025 Q3	$217K	Sell	3,284 -150	-4%	-$9.5K	0.1%	111
2025 Q2	$201K	Hold	3,434	–	–	0.1%	110
2025 Q1	$206K	Buy	+3,434	New	+$187K	0.12%	107

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Yoder Wealth Management increased its Altria Group (MO) stake by 3.7% in Q3 2026, buying an estimated $8.61K and bringing the position to 3,444 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #128.

Yoder Wealth Management first reported a position in MO in Q1 2025 and has held it in 6 quarters since. The position peaked at $239K in Q2 2026. 506 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Yoder Wealth Management held 3,444 shares of Altria Group worth $232K as of Q3 2026.
Yoder Wealth Management bought 124 Altria Group shares in Q3 2026, an estimated $8.61K.
Altria Group made up 0.09% of Yoder Wealth Management's portfolio in Q3 2026, its #128 holding.
Yoder Wealth Management first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
Yoder Wealth Management's Altria Group position peaked at $239K in Q2 2026.
506 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

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