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Belmont Capital’s Altria Group MO Stock Holding History

Belmont Capital’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 		$281K Hold
4,800
– – 0.04% 105
2025
Q1 		$288K Buy
+4,800
New +$262K 0.05% 101
2024
Q3 		– Sell
-8,014
Closed -$365K – 196
2024
Q2 		$365K Sell
8,014
-5,000
-38% -$222K 0.07% 93
2024
Q1 		$568K Buy
13,014
+5,000
+62% +$207K 0.15% 50
2023
Q4 		$323K Hold
8,014
– – 0.14% 63
2023
Q3 		$337K Buy
+8,014
New +$354K 0.18% 49

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Belmont Capital's MO Position: Q2 2025 in Review

Belmont Capital held its Altria Group (MO) position steady in Q2 2025 at 4,800 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #105.

Belmont Capital first reported a position in MO in Q3 2023 and has held it in 6 quarters since. The position peaked at $568K in Q1 2024. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Belmont Capital held 4,800 shares of Altria Group worth $281K as of Q2 2025.
  • Belmont Capital left its Altria Group share count unchanged in Q2 2025.
  • Altria Group made up 0.04% of Belmont Capital's portfolio in Q2 2025, its #105 holding.
  • Belmont Capital first reported a position in Altria Group in Q3 2023 and has held it in 6 quarters since.
  • Belmont Capital's Altria Group position peaked at $568K in Q1 2024.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.