B.O.S.S. Retirement Advisors’s Altria Group MO Stock Holding History

B.O.S.S. Retirement 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
2025 Q2	–	Sell	-3,819	Closed	-$229K	–	205
2025 Q1	$229K	Sell	3,819 -978	-20%	-$53.4K	0.07%	159
2024 Q4	$251K	Sell	4,797 -53,353	-92%	-$2.84M	0.07%	156
2024 Q3	$2.97M	Buy	58,150 +1,667	+3%	+$84.3K	0.6%	49
2024 Q2	$2.57M	Buy	56,483 +31,193	+123%	+$1.38M	0.66%	49
2024 Q1	$1.02M	Sell	25,290 -8,027	-24%	-$333K	0.39%	94
2023 Q4	$1.34M	Buy	33,317 +27,136	+439%	+$1.12M	0.26%	133
2023 Q3	$260K	Buy	6,181 +496	+9%	+$21.9K	0.06%	213
2023 Q2	$258K	Buy	+5,685	New	+$257K	0.05%	215

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B.O.S.S. Retirement Advisors's MO Position: Q2 2025 in Review

B.O.S.S. Retirement Advisors sold out of Altria Group (MO) in Q2 2025, closing a stake of 3,819 shares — an estimated $229K sold.

B.O.S.S. Retirement Advisors first reported a position in MO in Q2 2023 and held it in 8 quarters. The position peaked at $2.97M in Q3 2024. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

B.O.S.S. Retirement Advisors reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 3,819 Altria Group shares in Q2 2025, an estimated $229K.
B.O.S.S. Retirement Advisors first reported a position in Altria Group in Q2 2023 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Altria Group position peaked at $2.97M in Q3 2024.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.