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Atticus Wealth Management’s Altria Group MO Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-1,475
Closed -$86.5K – 462
2025
Q2 		$86.5K Buy
1,475
+500
+51% +$29.4K 0.02% 260
2025
Q1 		$58.5K Sell
975
-404
-29% -$22.1K 0.02% 218
2024
Q4 		$72.1K Buy
1,379
+8
+0.6% +$426 0.02% 202
2024
Q3 		$70K Sell
1,371
-168
-11% -$8.49K 0.02% 209
2024
Q2 		$70.1K Buy
1,539
+8
+0.5% +$355 0.02% 203
2024
Q1 		$66.8K Sell
1,531
-339
-18% -$14.1K 0.02% 212
2023
Q4 		$75.4K Hold
1,870
– – 0.03% 201
2023
Q3 		$78.6K Sell
1,870
-162
-8% -$7.16K 0.03% 197
2023
Q2 		$92K Sell
2,032
-327
-14% -$14.8K 0.03% 185
2023
Q1 		$105K Buy
2,359
+327
+16% +$15K 0.04% 167
2022
Q4 		$92.9K Hold
2,032
– – 0.04% 188
2022
Q3 		$85K Hold
2,032
– – 0.04% 181
2022
Q2 		$85K Sell
2,032
-13
-0.6% -$673 0.04% 201
2022
Q1 		$107K Buy
2,045
+13
+0.6% +$662 0.04% 192
2021
Q4 		$96K Hold
2,032
– – 0.04% 173
2021
Q3 		$92K Hold
2,032
– – 0.04% 180
2021
Q2 		$97K Hold
2,032
– – 0.04% 172
2021
Q1 		$104K Hold
2,032
– – 0.05% 152
2020
Q4 		$83K Hold
2,032
– – 0.04% 169
2020
Q3 		$79K Hold
2,032
– – 0.05% 149
2020
Q2 		$80K Sell
2,032
-266
-12% -$10.4K 0.05% 143
2020
Q1 		$89K Hold
2,298
– – 0.07% 124
2019
Q4 		$115K Buy
+2,298
New +$108K 0.07% 121

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

Atticus Wealth Management's MO Position: Q3 2025 in Review

Atticus Wealth Management sold out of Altria Group (MO) in Q3 2025, closing a stake of 1,475 shares — an estimated $86.5K sold.

Atticus Wealth Management first reported a position in MO in Q4 2019 and held it in 23 quarters. The position peaked at $115K in Q4 2019. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Atticus Wealth Management reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,475 Altria Group shares in Q3 2025, an estimated $86.5K.
  • Atticus Wealth Management first reported a position in Altria Group in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Altria Group position peaked at $115K in Q4 2019.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.