Braun-Bostich & Associates’s Altria Group MO Stock Holding History

Braun-Bostich & Associates’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
2026 Q1	$224K	Buy	+3,391	New	+$218K	0.14%	111
2025 Q4	–	Sell	-3,563	Closed	-$235K	–	130
2025 Q3	$235K	Buy	3,563 +95	+3%	+$6.02K	0.15%	110
2025 Q2	$203K	Buy	+3,468	New	+$204K	0.14%	117
2020 Q4	–	Sell	-1,777	Closed	-$69K	–	151
2020 Q3	$69K	Sell	1,777 -1,172	-40%	-$48.8K	0.07%	136
2020 Q2	$116K	Hold	2,949	–	–	0.11%	97
2020 Q1	$111K	Sell	2,949 -441	-13%	-$19.6K	0.14%	97
2019 Q4	$167K	Buy	+3,390	New	+$160K	0.16%	91
2019 Q3	–	Sell	-6,237	Closed	-$295K	–	217
2019 Q2	$295K	Sell	6,237 -3,935	-39%	-$206K	0.31%	67
2019 Q1	$584K	Sell	10,172 -1,758	-15%	-$89.9K	0.61%	37
2018 Q4	$589K	Buy	11,930 +8,132	+214%	+$471K	0.62%	52
2018 Q3	$229K	Buy	3,798 +729	+24%	+$43.3K	0.22%	95
2018 Q2	$174K	Hold	3,069	–	–	0.17%	103
2018 Q1	$191K	Sell	3,069 -1,096	-26%	-$72.6K	0.17%	106
2017 Q4	$297K	Buy	+4,165	New	+$279K	0.25%	100

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return