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Carolinas Wealth Consulting’s Altria Group MO Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-10,296
Closed -$618K – 584
2025
Q1 		$618K Sell
10,296
-518
-5% -$28.3K 0.13% 86
2024
Q4 		$576K Sell
10,814
-167
-2% -$8.9K 0.11% 97
2024
Q3 		$572K Sell
10,981
-3,809
-26% -$193K 0.1% 100
2024
Q2 		$674K Buy
14,790
+11,468
+345% +$509K 0.13% 86
2024
Q1 		$148K Sell
3,322
-37,389
-92% -$1.55M 0.03% 212
2023
Q4 		$170K Hold
40,711
– – 0.04% 175
2023
Q3 		$166K Buy
40,711
+86
+0.2% +$3.8K 0.04% 162
2023
Q2 		$182K Buy
40,625
+38
+0.1% +$1.72K 0.04% 178
2023
Q1 		$178K Buy
40,587
+1,037
+3% +$47.7K 0.04% 182
2022
Q4 		$133K Sell
39,550
-92
-0.2% -$4.17K 0.03% 217
2022
Q3 		$126K Buy
39,642
+34
+0.1% +$1.48K 0.03% 207
2022
Q2 		$127K Buy
39,608
+37,427
+1,716% +$1.94M 0.03% 213
2022
Q1 		$116K Buy
2,181
+34
+2% +$1.73K 0.03% 238
2021
Q4 		$104K Sell
2,147
-255
-11% -$11.7K 0.02% 257
2021
Q3 		$111K Buy
2,402
+38
+2% +$1.83K 0.03% 229
2021
Q2 		$115K Sell
2,364
-749
-24% -$36.8K 0.03% 245
2021
Q1 		$162K Sell
3,113
-65
-2% -$2.91K 0.04% 193
2020
Q4 		$133K Buy
3,178
+1,244
+64% +$49.9K 0.04% 199
2020
Q3 		$77K Sell
1,934
-162
-8% -$6.74K 0.03% 221
2020
Q2 		$84K Buy
+2,096
New +$81.8K 0.03% 162

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

Carolinas Wealth Consulting's MO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Altria Group (MO) in Q2 2025, closing a stake of 10,296 shares — an estimated $618K sold.

Carolinas Wealth Consulting first reported a position in MO in Q2 2020 and held it in 20 quarters. The position peaked at $674K in Q2 2024. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10,296 Altria Group shares in Q2 2025, an estimated $618K.
  • Carolinas Wealth Consulting first reported a position in Altria Group in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Altria Group position peaked at $674K in Q2 2024.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.