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Berkshire Bank’s Altria Group MO Stock Holding History

Berkshire Bank’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
-4,546
Closed -$267K – 167
2025
Q2 		$267K Hold
4,546
– – 0.06% 139
2025
Q1 		$273K Sell
4,546
-4
-0.1% -$218 0.07% 138
2024
Q4 		$238K Sell
4,550
-300
-6% -$16K 0.06% 146
2024
Q3 		$248K Buy
+4,850
New +$245K 0.06% 142

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

Berkshire Bank's MO Position: Q3 2025 in Review

Berkshire Bank sold out of Altria Group (MO) in Q3 2025, closing a stake of 4,546 shares — an estimated $267K sold.

Berkshire Bank first reported a position in MO in Q3 2024 and held it in 4 quarters. The position peaked at $273K in Q1 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Berkshire Bank reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Berkshire Bank sold 4,546 Altria Group shares in Q3 2025, an estimated $267K.
  • Berkshire Bank first reported a position in Altria Group in Q3 2024 and held it in 4 quarters.
  • Berkshire Bank's Altria Group position peaked at $273K in Q1 2025.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Berkshire Bank's 13F filing for Q3 2025, filed 24 Oct 2025.