Alta Advisers’s Altria Group MO Stock Holding History

Alta Advisers’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	$427K	Hold	6,464	–	–	0.15%	99
2025 Q4	$373K	Sell	6,464 -1,800	-22%	-$109K	0.14%	110
2025 Q3	$546K	Hold	8,264	–	–	0.17%	99
2025 Q2	$485K	Hold	8,264	–	–	0.17%	107
2025 Q1	$496K	Buy	8,264 +2,600	+46%	+$142K	0.21%	97
2024 Q4	$296K	Buy	5,664 +664	+13%	+$35.4K	0.19%	103
2024 Q3	$255K	Hold	5,000	–	–	0.12%	113
2024 Q2	$228K	Hold	5,000	–	–	0.11%	111
2024 Q1	$218K	Hold	5,000	–	–	0.11%	117
2023 Q4	$202K	Hold	5,000	–	–	0.11%	114
2023 Q3	$210K	Hold	5,000	–	–	0.12%	102
2023 Q2	$227K	Hold	5,000	–	–	0.13%	94
2023 Q1	$223K	Hold	5,000	–	–	0.13%	92
2022 Q4	$229K	Hold	5,000	–	–	0.14%	90
2022 Q3	$202K	Buy	+5,000	New	+$218K	0.13%	88

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