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Apexium Financial’s Altria Group MO Stock Holding History

Apexium Financial’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
Q3 		$1.08M Sell
16,359
-516
-3% -$32.7K 0.05% 128
2025
Q2 		$989K Buy
16,875
+187
+1% +$11K 0.05% 128
2025
Q1 		$1M Buy
16,688
+5,952
+55% +$325K 0.06% 119
2024
Q4 		$561K Buy
+10,736
New +$572K 0.03% 153
2023
Q3 		– Sell
-4,755
Closed -$219K – 217
2023
Q2 		$219K Sell
4,755
-112
-2% -$5.07K 0.02% 202
2023
Q1 		$217K Sell
4,867
-99
-2% -$4.55K 0.02% 193
2022
Q4 		$227K Buy
+4,966
New +$225K 0.02% 190

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apexium Financial's MO Position: Q3 2025 in Review

Apexium Financial reduced its Altria Group (MO) stake by 3.1% in Q3 2025, selling an estimated $32.7K and leaving 16,359 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #128.

Apexium Financial first reported a position in MO in Q4 2022 and has held it in 7 quarters since. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Apexium Financial held 16,359 shares of Altria Group worth $1.08M as of Q3 2025.
  • Apexium Financial sold 516 Altria Group shares in Q3 2025, an estimated $32.7K.
  • Altria Group made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #128 holding.
  • Apexium Financial first reported a position in Altria Group in Q4 2022 and has held it in 7 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.