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Binnacle Investments’s Altria Group MO Stock Holding History

Binnacle Investments’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 		$260K Buy
3,931
+197
+5% +$12.5K 0.15% 60
2025
Q2 		$219K Buy
3,734
+555
+17% +$32.6K 0.14% 62
2025
Q1 		$191K Buy
+3,179
New +$174K 0.14% 60

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

Binnacle Investments's MO Position: Q3 2025 in Review

Binnacle Investments increased its Altria Group (MO) stake by 5.3% in Q3 2025, buying an estimated $12.5K and bringing the position to 3,931 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #60.

Binnacle Investments first reported a position in MO in Q1 2025 and has held it in 3 quarters since. 2,351 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Binnacle Investments held 3,931 shares of Altria Group worth $260K as of Q3 2025.
  • Binnacle Investments bought 197 Altria Group shares in Q3 2025, an estimated $12.5K.
  • Altria Group made up 0.15% of Binnacle Investments's portfolio in Q3 2025, its #60 holding.
  • Binnacle Investments first reported a position in Altria Group in Q1 2025 and has held it in 3 quarters since.
  • 2,351 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.