Dover Advisors’s Altria Group MO Stock Holding History

Dover Advisors’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
2026 Q1	$667K	Sell	9,949 -3,315	-25%	-$213K	0.28%	83
2025 Q4	$779K	Sell	13,264 -40	-0.3%	-$2.42K	0.3%	80
2025 Q3	$893K	Buy	13,304 +7,927	+147%	+$502K	0.36%	74
2025 Q2	$315K	Sell	5,377 -7,947	-60%	-$467K	0.14%	130
2025 Q1	$813K	Buy	13,324 +3,690	+38%	+$201K	0.35%	72
2024 Q4	$504K	Sell	9,634 -3,403	-26%	-$181K	0.29%	85
2024 Q3	$665K	Sell	13,037 -880	-6%	-$44.5K	0.38%	75
2024 Q2	$634K	Buy	13,917 +4,212	+43%	+$187K	0.39%	73
2024 Q1	$423K	Sell	9,705 -5,739	-37%	-$238K	0.29%	84
2023 Q4	$638K	Sell	15,444 -5,978	-28%	-$247K	0.84%	43
2023 Q3	$922K	Hold	21,422	–	–	0.93%	38
2023 Q2	$991K	Sell	21,422 -283	-1%	-$12.8K	0.88%	38
2023 Q1	$989K	Buy	21,705 +3,090	+17%	+$142K	0.95%	33
2022 Q4	$868K	Buy	+18,615	New	+$843K	0.94%	37

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return