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Briaud Financial Planning’s Altria Group MO Stock Holding History

Briaud Financial Planning’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
-710
Closed -$41K – 227
2025
Q2 		$41K Hold
710
– – 0.02% 112
2025
Q1 		$42K Hold
710
– – 0.02% 95
2024
Q4 		$37K Buy
+710
New +$37.8K 0.02% 89
2023
Q4 		– Sell
-46
Closed -$1K – 106
2023
Q3 		$1K Buy
+46
New +$2.03K ﹤0.01% 154

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

Briaud Financial Planning's MO Position: Q3 2025 in Review

Briaud Financial Planning sold out of Altria Group (MO) in Q3 2025, closing a stake of 710 shares — an estimated $41K sold.

Briaud Financial Planning first reported a position in MO in Q3 2023 and held it in 4 quarters. The position peaked at $42K in Q1 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Briaud Financial Planning reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 710 Altria Group shares in Q3 2025, an estimated $41K.
  • Briaud Financial Planning first reported a position in Altria Group in Q3 2023 and held it in 4 quarters.
  • Briaud Financial Planning's Altria Group position peaked at $42K in Q1 2025.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.