BCS Wealth Management’s Altria Group MO Stock Holding History

BCS 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	-3,480	Closed	-$204K	–	263
2025 Q2	$204K	Buy	+3,480	New	+$204K	0.04%	252

Other funds holding MO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BCS Wealth Management sold out of Altria Group (MO) in Q3 2025, closing a stake of 3,480 shares — an estimated $204K sold.

BCS Wealth Management first reported a position in MO in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 2,354 funds tracked by Wall St. Rank hold MO as of Q3 2025.

BCS Wealth Management reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
BCS Wealth Management sold 3,480 Altria Group shares in Q3 2025, an estimated $204K.
BCS Wealth Management first reported a position in Altria Group in Q2 2025 and held it in 1 quarter.
BCS Wealth Management's Altria Group position peaked at $204K in Q2 2025.
2,354 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on BCS Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.