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Bellwether Advisors’s Altria Group MO Stock Holding History

Bellwether 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
Q3 		– Sell
-159
Closed -$9.32K – 401
2025
Q2 		$9.32K Sell
159
-563
-78% -$33.1K ﹤0.01% 377
2025
Q1 		$43.3K Hold
722
– – 0.01% 228
2024
Q4 		$37.8K Buy
+722
New +$38.5K 0.01% 246
2023
Q3 		– Sell
-32,485
Closed -$1.47M – 117
2023
Q2 		$1.47M Buy
32,485
+32,105
+8,449% +$1.45M 0.43% 43
2023
Q1 		$17K Hold
380
– – ﹤0.01% 252
2022
Q4 		$17.4K Sell
380
-236
-38% -$10.7K 0.01% 250
2022
Q3 		$24K Buy
616
+66
+12% +$2.88K 0.01% 206
2022
Q2 		$22K Sell
550
-16,394
-97% -$849K 0.01% 211
2022
Q1 		$885K Buy
16,944
+16,876
+24,818% +$860K 0.26% 68
2021
Q4 		$3K Hold
68
– – ﹤0.01% 460
2021
Q3 		$3K Sell
68
-505
-88% -$24.4K ﹤0.01% 433
2021
Q2 		$27K Buy
573
+254
+80% +$12.5K 0.01% 206
2021
Q1 		$16K Buy
319
+12
+4% +$538 0.01% 215
2020
Q4 		$12K Buy
+307
New +$12.3K 0.01% 224

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

Bellwether Advisors's MO Position: Q3 2025 in Review

Bellwether Advisors sold out of Altria Group (MO) in Q3 2025, closing a stake of 159 shares — an estimated $9.32K sold.

Bellwether Advisors first reported a position in MO in Q4 2020 and held it in 14 quarters. The position peaked at $1.47M in Q2 2023. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Bellwether Advisors reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 159 Altria Group shares in Q3 2025, an estimated $9.32K.
  • Bellwether Advisors first reported a position in Altria Group in Q4 2020 and held it in 14 quarters.
  • Bellwether Advisors's Altria Group position peaked at $1.47M in Q2 2023.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.