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Austin Private Wealth’s Altria Group MO Stock Holding History

Austin Private Wealth’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 		$333K Buy
5,769
+175
+3% +$10.6K 0.02% 223
2025
Q3 		$370K Sell
5,594
-52
-0.9% -$3.29K 0.03% 218
2025
Q2 		$331K Buy
5,646
+326
+6% +$19.1K 0.03% 223
2025
Q1 		$319K Buy
5,320
+634
+14% +$34.6K 0.03% 208
2024
Q4 		$245K Buy
+4,686
New +$250K 0.02% 247

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

Austin Private Wealth's MO Position: Q4 2025 in Review

Austin Private Wealth increased its Altria Group (MO) stake by 3.1% in Q4 2025, buying an estimated $10.6K and bringing the position to 5,769 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #223.

Austin Private Wealth first reported a position in MO in Q4 2024 and has held it in 5 quarters since. The position peaked at $370K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Austin Private Wealth held 5,769 shares of Altria Group worth $333K as of Q4 2025.
  • Austin Private Wealth bought 175 Altria Group shares in Q4 2025, an estimated $10.6K.
  • Altria Group made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #223 holding.
  • Austin Private Wealth first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
  • Austin Private Wealth's Altria Group position peaked at $370K in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.