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Congress Wealth Management’s Altria Group MO Stock Holding History

Congress 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 		$9.05M Buy
154,334
+2,183
+1% +$128K 0.09% 268
2025
Q1 		$9.06M Buy
152,151
+126,583
+495% +$6.91M 0.11% 226
2024
Q4 		$1.34M Buy
25,568
+748
+3% +$39.8K 0.02% 472
2024
Q3 		$1.27M Buy
24,820
+12,319
+99% +$623K 0.02% 484
2024
Q2 		$569K Buy
12,501
+5,467
+78% +$243K 0.01% 517
2024
Q1 		$307K Sell
7,034
-5,255
-43% -$218K 0.01% 504
2023
Q4 		$496K Buy
12,289
+5,129
+72% +$212K 0.01% 465
2023
Q3 		$301K Buy
7,160
+263
+4% +$11.6K 0.01% 522
2023
Q2 		$312K Sell
6,897
-3,378
-33% -$153K 0.01% 479
2023
Q1 		$459K Buy
10,275
+557
+6% +$25.6K 0.01% 428
2022
Q4 		$444K Buy
9,718
+954
+11% +$43.2K 0.01% 422
2022
Q3 		$354K Buy
8,764
+3,804
+77% +$166K 0.01% 445
2022
Q2 		$207K Sell
4,960
-2,157
-30% -$112K 0.01% 533
2022
Q1 		$372K Sell
7,117
-1,267
-15% -$64.5K 0.01% 476
2021
Q4 		$397K Buy
+8,384
New +$384K 0.01% 494

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's MO Position: Q2 2025 in Review

Congress Wealth Management increased its Altria Group (MO) stake by 1.4% in Q2 2025, buying an estimated $128K and bringing the position to 154,334 shares worth $9.05M. The position accounts for 0.09% of the portfolio, ranked #268.

Congress Wealth Management first reported a position in MO in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.06M in Q1 2025. 2,265 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Congress Wealth Management held 154,334 shares of Altria Group worth $9.05M as of Q2 2025.
  • Congress Wealth Management bought 2,183 Altria Group shares in Q2 2025, an estimated $128K.
  • Altria Group made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #268 holding.
  • Congress Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Altria Group position peaked at $9.06M in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.