44 Wealth Management’s Altria Group MO Stock Holding History

44 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 Q1	$888K	Buy	13,463 +97	+0.7%	+$6.24K	0.31%	107
2025 Q4	$771K	Buy	13,366 +43	+0.3%	+$2.6K	0.26%	111
2025 Q3	$880K	Buy	13,323 +45	+0.3%	+$2.85K	0.3%	108
2025 Q2	$778K	Buy	13,278 +44	+0.3%	+$2.58K	0.28%	114
2025 Q1	$794K	Buy	13,234 +49	+0.4%	+$2.67K	0.3%	102
2024 Q4	$689K	Hold	13,185	–	–	0.27%	107
2024 Q3	$657K	Buy	+13,185	New	+$666K	0.23%	118
2023 Q2	$584K	Buy	12,883 +43	+0.3%	+$1.95K	0.2%	99
2023 Q1	$573K	Sell	12,840 -4,437	-26%	-$204K	0.19%	98
2022 Q4	$790K	Sell	17,277 -4,431	-20%	-$201K	0.27%	87
2022 Q3	$877K	Buy	21,708 +8,905	+70%	+$388K	0.36%	74
2022 Q2	$535K	Buy	12,803 +50	+0.4%	+$2.59K	0.21%	99
2022 Q1	$666K	Hold	12,753	–	–	0.24%	96
2021 Q4	$604K	Hold	12,753	–	–	0.21%	97
2021 Q3	$581K	Hold	12,753	–	–	0.22%	97
2021 Q2	$608K	Sell	12,753 -15,296	-55%	-$752K	0.23%	94
2021 Q1	$1.44M	Buy	28,049 +175	+0.6%	+$7.84K	0.6%	45
2020 Q4	$1.14M	Buy	+27,874	New	+$1.12M	0.52%	43

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return