Astoria Portfolio Advisors’s Altria Group MO Stock Holding History

Astoria Portfolio 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	$451K	Buy	6,836 +1,250	+22%	+$80.4K	0.1%	159
2025 Q4	$385K	Sell	5,586 -4,901	-47%	-$296K	0.09%	175
2025 Q3	$686K	Sell	10,487 -2,630	-20%	-$167K	0.18%	102
2025 Q2	$782K	Sell	13,117 -218	-2%	-$12.8K	0.22%	87
2025 Q1	$781K	Buy	13,335 +5,852	+78%	+$320K	0.27%	88
2024 Q4	$384K	Buy	7,483 +347	+5%	+$18.5K	0.14%	130
2024 Q3	$356K	Buy	7,136 +740	+12%	+$37.4K	0.12%	130
2024 Q2	$291K	Buy	6,396 +415	+7%	+$18.4K	0.1%	135
2024 Q1	$245K	Sell	5,981 -2,233	-27%	-$92.6K	0.09%	150
2023 Q4	$333K	Sell	8,214 -7,589	-48%	-$314K	0.14%	113
2023 Q3	$620K	Sell	15,803 -2,835	-15%	-$125K	0.3%	67
2023 Q2	$850K	Buy	18,638 +1,969	+12%	+$89.2K	0.33%	52
2023 Q1	$741K	Buy	+16,669	New	+$766K	0.31%	58
2022 Q2	–	Sell	-4,213	Closed	-$220K	–	160
2022 Q1	$220K	Sell	4,213 -8,833	-68%	-$450K	0.17%	116
2021 Q4	$618K	Buy	+13,046	New	+$598K	0.49%	48

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