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Capital A Wealth Management’s Altria Group MO Stock Holding History

Capital A Wealth Management’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
Q2 		$28.8K Sell
713
-2,625
-79% -$154K 0.32% 105
2025
Q1 		$200K Sell
3,338
-313
-9% -$17.1K 0.21% 64
2024
Q4 		$191K Buy
+3,651
New +$194K 0.32% 68

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital A Wealth Management's MO Position: Q2 2025 in Review

Capital A Wealth Management reduced its Altria Group (MO) stake by 79% in Q2 2025, selling an estimated $154K and leaving 713 shares worth $28.8K. The position accounts for 0.32% of the portfolio, ranked #105.

Capital A Wealth Management first reported a position in MO in Q4 2024 and has held it in 3 quarters since. The position peaked at $200K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Capital A Wealth Management held 713 shares of Altria Group worth $28.8K as of Q2 2025.
  • Capital A Wealth Management sold 2,625 Altria Group shares in Q2 2025, an estimated $154K.
  • Altria Group made up 0.32% of Capital A Wealth Management's portfolio in Q2 2025, its #105 holding.
  • Capital A Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Altria Group position peaked at $200K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.