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Beirne Wealth Consulting Services’s Altria Group MO Stock Holding History

Beirne Wealth Consulting Services’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 		– Sell
-3,201
Closed -$215K – 188
2025
Q3 		$215K Buy
+3,201
New +$203K 0.05% 212
2019
Q4 		– Sell
-8,702
Closed -$363K – 110
2019
Q3 		$363K Sell
8,702
-110
-1% -$5.06K 0.3% 80
2019
Q2 		$424K Sell
8,812
-2,466
-22% -$129K 0.38% 74
2019
Q1 		$657K Buy
11,278
+364
+3% +$18.6K 0.52% 56
2018
Q4 		$548K Buy
+10,914
New +$632K 0.47% 61

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

Beirne Wealth Consulting Services's MO Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,201 shares — an estimated $215K sold.

Beirne Wealth Consulting Services first reported a position in MO in Q4 2018 and held it in 5 quarters. The position peaked at $657K in Q1 2019. 2,385 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 3,201 Altria Group shares in Q4 2025, an estimated $215K.
  • Beirne Wealth Consulting Services first reported a position in Altria Group in Q4 2018 and held it in 5 quarters.
  • Beirne Wealth Consulting Services's Altria Group position peaked at $657K in Q1 2019.
  • 2,385 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.