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Creekmur Asset Management’s Altria Group MO Stock Holding History

Creekmur Asset 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 		$42.5K Sell
643
-144
-18% -$9.12K 0.01% 360
2025
Q2 		$46.2K Buy
787
+4
+0.5% +$235 0.01% 350
2025
Q1 		$47K Sell
783
-15
-2% -$819 0.01% 318
2024
Q4 		$41.7K Sell
798
-228
-22% -$12.1K 0.01% 258
2024
Q3 		$52.4K Buy
1,026
+28
+3% +$1.42K 0.01% 233
2024
Q2 		$45.5K Buy
998
+695
+229% +$30.8K 0.01% 273
2024
Q1 		$13.2K Buy
303
+53
+21% +$2.2K ﹤0.01% 445
2023
Q4 		$10.1K Buy
+250
New +$10.3K ﹤0.01% 528

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

Creekmur Asset Management's MO Position: Q3 2025 in Review

Creekmur Asset Management reduced its Altria Group (MO) stake by 18% in Q3 2025, selling an estimated $9.12K and leaving 643 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #360.

Creekmur Asset Management first reported a position in MO in Q4 2023 and has held it in 8 quarters since. The position peaked at $52.4K in Q3 2024. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Creekmur Asset Management held 643 shares of Altria Group worth $42.5K as of Q3 2025.
  • Creekmur Asset Management sold 144 Altria Group shares in Q3 2025, an estimated $9.12K.
  • Altria Group made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #360 holding.
  • Creekmur Asset Management first reported a position in Altria Group in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Altria Group position peaked at $52.4K in Q3 2024.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.