Aaron Wealth Advisors’s Altria Group MO Stock Holding History

Aaron Wealth Advisors’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	$745K	Sell	11,290 -458	-4%	-$29.5K	0.04%	293
2025 Q4	$677K	Sell	11,748 -6,459	-35%	-$390K	0.04%	349
2025 Q3	$1.2M	Buy	18,207 +9,360	+106%	+$593K	0.07%	193
2025 Q2	$519K	Buy	8,847 +1,032	+13%	+$60.6K	0.05%	222
2025 Q1	$469K	Buy	7,815 +1,308	+20%	+$71.4K	0.05%	227
2024 Q4	$340K	Buy	6,507 +826	+15%	+$44K	0.04%	291
2024 Q3	$290K	Buy	+5,681	New	+$287K	0.03%	313
2023 Q3	–	Sell	-22,833	Closed	-$1.03M	–	270
2023 Q2	$1.03M	Sell	22,833 -644	-3%	-$29.2K	0.13%	94
2023 Q1	$1.05M	Buy	23,477 +11,169	+91%	+$513K	0.14%	92
2022 Q4	$563K	Buy	12,308 +1,396	+13%	+$63.2K	0.08%	140
2022 Q3	$441K	Buy	+10,912	New	+$476K	0.08%	123
2022 Q2	–	Sell	-32,760	Closed	-$627K	–	583
2022 Q1	$627K	Buy	+32,760	New	+$1.67M	0.01%	463

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