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Cumberland Partners’s Altria Group MO Stock Holding History

Cumberland Partners’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
-18,650
Closed -$1.09M – 179
2025
Q2 		$1.09M Buy
+18,650
New +$1.1M 0.08% 132
2021
Q3 		– Sell
-34,400
Closed -$1.64M – 199
2021
Q2 		$1.64M Sell
34,400
-200
-0.6% -$9.83K 0.13% 107
2021
Q1 		$1.77M Sell
34,600
-675
-2% -$30.2K 0.15% 98
2020
Q4 		$1.45M Sell
35,275
-25
-0.1% -$1K 0.13% 101
2020
Q3 		$1.36M Buy
+35,300
New +$1.47M 0.14% 88
2020
Q2 		– Sell
-10,237
Closed -$396K – 167
2020
Q1 		$396K Buy
10,237
+500
+5% +$22.2K 0.05% 136
2019
Q4 		$486K Buy
+9,737
New +$459K 0.04% 137
2019
Q3 		– Sell
-16,841
Closed -$798K – 170
2019
Q2 		$798K Buy
16,841
+500
+3% +$26.2K 0.08% 117
2019
Q1 		$938K Sell
16,341
-160
-1% -$8.18K 0.09% 105
2018
Q4 		$815K Buy
16,501
+1,130
+7% +$65.5K 0.09% 105
2018
Q3 		$927K Hold
15,371
– – 0.09% 113
2018
Q2 		$873K Buy
+15,371
New +$886K 0.09% 112

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

Cumberland Partners's MO Position: Q3 2025 in Review

Cumberland Partners sold out of Altria Group (MO) in Q3 2025, closing a stake of 18,650 shares — an estimated $1.09M sold.

Cumberland Partners first reported a position in MO in Q2 2018 and held it in 12 quarters. The position peaked at $1.77M in Q1 2021. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Cumberland Partners reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Cumberland Partners sold 18,650 Altria Group shares in Q3 2025, an estimated $1.09M.
  • Cumberland Partners first reported a position in Altria Group in Q2 2018 and held it in 12 quarters.
  • Cumberland Partners's Altria Group position peaked at $1.77M in Q1 2021.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Cumberland Partners's 13F filing for Q3 2025, filed 7 Nov 2025.