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Advanced Portfolio Management’s Altria Group MO Stock Holding History

Advanced Portfolio 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
2025
Q4 		– Sell
-483
Closed -$31.9K – 103
2025
Q3 		$31.9K Buy
+483
New +$30.6K 0.08% 43
2024
Q1 		– Sell
-20,000
Closed -$807K – 58
2023
Q4 		$807K Buy
+20,000
New +$827K 0.85% 32

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advanced Portfolio Management's MO Position: Q4 2025 in Review

Advanced Portfolio Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 483 shares — an estimated $31.9K sold.

Advanced Portfolio Management first reported a position in MO in Q4 2023 and held it in 2 quarters. The position peaked at $807K in Q4 2023. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Advanced Portfolio Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Advanced Portfolio Management sold 483 Altria Group shares in Q4 2025, an estimated $31.9K.
  • Advanced Portfolio Management first reported a position in Altria Group in Q4 2023 and held it in 2 quarters.
  • Advanced Portfolio Management's Altria Group position peaked at $807K in Q4 2023.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.