D. Scott Neal’s Altria Group MO Stock Holding History

D. Scott Neal’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	$469K	Hold	7,102	–	–	0.22%	37
2025 Q2	$416K	Buy	7,102 +102	+1%	+$5.99K	0.21%	35
2025 Q1	$420K	Hold	7,000	–	–	0.23%	33
2024 Q4	$373K	Hold	7,000	–	–	0.2%	39
2024 Q3	$364K	Hold	7,000	–	–	0.19%	42
2024 Q2	$326K	Hold	7,000	–	–	0.18%	49
2024 Q1	$312K	Hold	7,000	–	–	0.2%	50
2023 Q4	$289K	Hold	7,000	–	–	0.26%	47
2023 Q3	$301K	Hold	7,000	–	–	0.26%	45
2023 Q2	$317K	Hold	7,000	–	–	0.24%	48
2023 Q1	$312K	Hold	7,000	–	–	0.17%	48
2022 Q4	$320K	Hold	7,000	–	–	0.16%	47
2022 Q3	$283K	Hold	7,000	–	–	0.12%	51
2022 Q2	$292K	Hold	7,000	–	–	0.12%	50
2022 Q1	$366K	Buy	+7,000	New	+$357K	0.15%	49
2018 Q2	–	Sell	-3,265	Closed	-$203K	–	127
2018 Q1	$203K	Hold	3,265	–	–	0.12%	37
2017 Q4	$233K	Hold	3,265	–	–	0.14%	40
2017 Q3	$207K	Hold	3,265	–	–	0.12%	37
2017 Q2	$243K	Hold	3,265	–	–	0.17%	37
2017 Q1	$233K	Hold	3,265	–	–	0.15%	38
2016 Q4	$221K	Hold	3,265	–	–	0.16%	33
2016 Q3	$206K	Buy	3,265 +3,225	+8,063%	+$214K	0.16%	29
2016 Q2	$3K	Hold	40	–	–	﹤0.01%	144
2016 Q1	$3K	Buy	+40	New	+$2.42K	﹤0.01%	131

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D. Scott Neal's MO Position: Q3 2025 in Review

D. Scott Neal held its Altria Group (MO) position steady in Q3 2025 at 7,102 shares worth $469K. The position accounts for 0.22% of the portfolio, ranked #37.

D. Scott Neal first reported a position in MO in Q1 2016 and has held it in 24 quarters since. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

D. Scott Neal held 7,102 shares of Altria Group worth $469K as of Q3 2025.
D. Scott Neal left its Altria Group share count unchanged in Q3 2025.
Altria Group made up 0.22% of D. Scott Neal's portfolio in Q3 2025, its #37 holding.
D. Scott Neal first reported a position in Altria Group in Q1 2016 and has held it in 24 quarters since.
2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.