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CarsonAllaria Wealth Management’s Altria Group MO Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-2,082
Closed -$122K – 236
2025
Q2 		$122K Sell
2,082
-45
-2% -$2.64K 0.07% 97
2025
Q1 		$128K Buy
2,127
+46
+2% +$2.51K 0.07% 90
2024
Q4 		$109K Sell
2,081
-371
-15% -$19.8K 0.06% 101
2024
Q3 		$125K Sell
2,452
-246
-9% -$12.4K 0.07% 91
2024
Q2 		$123K Sell
2,698
-353
-12% -$15.7K 0.08% 84
2024
Q1 		$133K Sell
3,051
-509
-14% -$21.1K 0.08% 81
2023
Q4 		$144K Sell
3,560
-190
-5% -$7.86K 0.1% 76
2023
Q3 		$158K Sell
3,750
-349
-9% -$15.4K 0.13% 71
2023
Q2 		$186K Buy
4,099
+26
+0.6% +$1.18K 0.15% 69
2023
Q1 		$182K Sell
4,073
-108
-3% -$4.96K 0.15% 72
2022
Q4 		$191K Buy
4,181
+45
+1% +$2.04K 0.17% 68
2022
Q3 		$167K Buy
4,136
+49
+1% +$2.14K 0.16% 70
2022
Q2 		$171K Buy
4,087
+28
+0.7% +$1.45K 0.16% 71
2022
Q1 		$212K Buy
4,059
+53
+1% +$2.7K 0.19% 60
2021
Q4 		$190K Buy
+4,006
New +$184K 0.17% 70

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

CarsonAllaria Wealth Management's MO Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Altria Group (MO) in Q3 2025, closing a stake of 2,082 shares — an estimated $122K sold.

CarsonAllaria Wealth Management first reported a position in MO in Q4 2021 and held it in 15 quarters. The position peaked at $212K in Q1 2022. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 2,082 Altria Group shares in Q3 2025, an estimated $122K.
  • CarsonAllaria Wealth Management first reported a position in Altria Group in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Altria Group position peaked at $212K in Q1 2022.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.