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Blue Chip Partners’s Altria Group MO Stock Holding History

Blue Chip Partners’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
-3,219
Closed -$213K – 173
2025
Q3 		$213K Buy
+3,219
New +$204K 0.02% 161
2025
Q2 		– Sell
-4,242
Closed -$255K – 168
2025
Q1 		$255K Buy
4,242
+19
+0.4% +$1.04K 0.02% 141
2024
Q4 		$221K Sell
4,223
-2,131
-34% -$114K 0.02% 144
2024
Q3 		$324K Sell
6,354
-587
-8% -$29.7K 0.03% 115
2024
Q2 		$316K Sell
6,941
-262
-4% -$11.6K 0.03% 110
2024
Q1 		$314K Sell
7,203
-289
-4% -$12K 0.03% 110
2023
Q4 		$302K Sell
7,492
-4,888
-39% -$202K 0.03% 115
2023
Q3 		$521K Buy
12,380
+551
+5% +$24.3K 0.06% 86
2023
Q2 		$536K Sell
11,829
-1,210
-9% -$54.8K 0.06% 94
2023
Q1 		$582K Sell
13,039
-1,136
-8% -$52.2K 0.07% 90
2022
Q4 		$648K Sell
14,175
-1,223
-8% -$55.4K 0.08% 90
2022
Q3 		$622K Buy
15,398
+305
+2% +$13.3K 0.09% 76
2022
Q2 		$630K Buy
15,093
+211
+1% +$10.9K 0.08% 82
2022
Q1 		$778K Buy
14,882
+251
+2% +$12.8K 0.1% 80
2021
Q4 		$693K Sell
14,631
-1,499
-9% -$68.7K 0.09% 82
2021
Q3 		$734K Sell
16,130
-284
-2% -$13.7K 0.1% 74
2021
Q2 		$783K Sell
16,414
-277
-2% -$13.6K 0.11% 71
2021
Q1 		$854K Sell
16,691
-4,844
-22% -$217K 0.13% 65
2020
Q4 		$883K Sell
21,535
-4,190
-16% -$168K 0.14% 60
2020
Q3 		$994K Sell
25,725
-1,483
-5% -$61.7K 0.18% 51
2020
Q2 		$1.07M Sell
27,208
-84,239
-76% -$3.29M 0.21% 53
2020
Q1 		$4.31M Sell
111,447
-93,500
-46% -$4.15M 1.07% 29
2019
Q4 		$10.2M Buy
204,947
+13,234
+7% +$624K 1.95% 23
2019
Q3 		$7.84M Buy
191,713
+8,722
+5% +$401K 1.66% 27
2019
Q2 		$8.66M Buy
182,991
+11,164
+6% +$585K 1.94% 23
2019
Q1 		$9.87M Buy
171,827
+46,156
+37% +$2.36M 2.34% 14
2018
Q4 		$6.21M Sell
125,671
-28,246
-18% -$1.64M 1.56% 24
2018
Q3 		$9.28M Buy
153,917
+16,660
+12% +$989K 2.26% 13
2018
Q2 		$7.79M Buy
137,257
+33,320
+32% +$1.92M 2.06% 16
2018
Q1 		$6.48M Buy
103,937
+30,133
+41% +$2M 1.79% 16
2017
Q4 		$5.27M Buy
73,804
+10,777
+17% +$722K 1.56% 23
2017
Q3 		$4M Buy
63,027
+3,861
+7% +$257K 1.29% 30
2017
Q2 		$4.41M Buy
59,166
+3,556
+6% +$260K 1.54% 19
2017
Q1 		$3.97M Buy
55,610
+142
+0.3% +$10.3K 1.5% 23
2016
Q4 		$3.75M Sell
55,468
-1,189
-2% -$76.6K 1.47% 24
2016
Q3 		$3.58M Sell
56,657
-823
-1% -$54.7K 1.58% 23
2016
Q2 		$3.96M Sell
57,480
-1
-0% -$64 1.78% 19
2016
Q1 		$3.6M Sell
57,481
-244
-0.4% -$14.8K 1.75% 20
2015
Q4 		$3.36M Buy
57,725
+254
+0.4% +$14.7K 1.75% 21
2015
Q3 		$3.13M Buy
57,471
+1,307
+2% +$70.1K 1.99% 18
2015
Q2 		$2.75M Buy
56,164
+68
+0.1% +$3.45K 1.76% 25
2015
Q1 		$2.81M Sell
56,096
-1,303
-2% -$69.2K 1.9% 21
2014
Q4 		$2.83M Buy
+57,399
New +$2.8M 1.97% 17

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

Blue Chip Partners's MO Position: Q4 2025 in Review

Blue Chip Partners sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,219 shares — an estimated $213K sold.

Blue Chip Partners first reported a position in MO in Q4 2014 and held it in 43 quarters. The position peaked at $10.2M in Q4 2019. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Blue Chip Partners reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Blue Chip Partners sold 3,219 Altria Group shares in Q4 2025, an estimated $213K.
  • Blue Chip Partners first reported a position in Altria Group in Q4 2014 and held it in 43 quarters.
  • Blue Chip Partners's Altria Group position peaked at $10.2M in Q4 2019.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Blue Chip Partners's 13F filing for Q4 2025, filed 18 Feb 2026.