EAMA
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EFG Asset Management (Americas)’s Altria Group MO Stock Holding History

EFG Asset Management (Americas)’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 		$2.63M Sell
39,780
-3,139
-7% -$199K 0.45% 72
2025
Q2 		$2.52M Sell
42,919
-5,906
-12% -$347K 0.46% 67
2025
Q1 		$2.93M Buy
48,825
+946
+2% +$51.6K 0.59% 53
2024
Q4 		$2.5M Buy
47,879
+935
+2% +$49.8K 0.49% 68
2024
Q3 		$2.4M Sell
46,944
-398
-0.8% -$20.1K 0.47% 64
2024
Q2 		$2.16M Buy
47,342
+20,004
+73% +$887K 0.42% 69
2024
Q1 		$1.19M Sell
27,338
-16,831
-38% -$698K 0.36% 76
2023
Q4 		$1.78M Sell
44,169
-811
-2% -$33.5K 0.38% 79
2023
Q3 		$1.89M Sell
44,980
-254
-0.6% -$11.2K 0.45% 67
2023
Q2 		$2.05M Sell
45,234
-311
-0.7% -$14.1K 0.47% 68
2023
Q1 		$2.03M Buy
45,545
+201
+0.4% +$9.24K 0.49% 70
2022
Q4 		$2.07M Buy
45,344
+2,002
+5% +$90.7K 0.51% 61
2022
Q3 		$1.75M Buy
43,342
+403
+0.9% +$17.6K 0.44% 64
2022
Q2 		$1.79M Buy
42,939
+4,780
+13% +$248K 0.42% 62
2022
Q1 		$1.99M Sell
38,159
-3,261
-8% -$166K 0.37% 68
2021
Q4 		$1.96M Sell
41,420
-5,103
-11% -$234K 0.33% 71
2021
Q3 		$2.12M Buy
46,523
+1,317
+3% +$63.6K 0.38% 72
2021
Q2 		$2.15M Buy
45,206
+1,390
+3% +$68.3K 0.4% 72
2021
Q1 		$2.24M Sell
43,816
-6,300
-13% -$282K 0.46% 71
2020
Q4 		$2.06M Buy
50,116
+507
+1% +$20.4K 0.42% 72
2020
Q3 		$1.92M Buy
49,609
+4,729
+11% +$197K 0.43% 71
2020
Q2 		$1.76M Buy
44,880
+8,986
+25% +$351K 0.46% 67
2020
Q1 		$1.39M Sell
35,894
-3,023
-8% -$134K 0.45% 76
2019
Q4 		$1.97M Buy
38,917
+18,246
+88% +$861K 0.52% 68
2019
Q3 		$867K Buy
20,671
+3,766
+22% +$173K 0.26% 84
2019
Q2 		$824K Sell
16,905
-6,105
-27% -$320K 0.23% 87
2019
Q1 		$1.35M Buy
23,010
+8,999
+64% +$460K 0.41% 74
2018
Q4 		$721K Sell
14,011
-183
-1% -$10.6K 0.26% 76
2018
Q3 		$886K Sell
14,194
-608
-4% -$36.1K 0.25% 79
2018
Q2 		$871K Sell
14,802
-1,680
-10% -$96.9K 0.26% 84
2018
Q1 		$1.06M Sell
16,482
-5,174
-24% -$343K 0.44% 54
2017
Q4 		$1.58M Sell
21,656
-1,847
-8% -$124K 0.57% 48
2017
Q3 		$1.52M Buy
23,503
+6,624
+39% +$442K 0.57% 49
2017
Q2 		$1.29M Hold
16,879
– – 0.49% 56
2017
Q1 		$1.24M Sell
16,879
-1,237
-7% -$89.5K 0.48% 62
2016
Q4 		$1.26M Sell
18,116
-42,009
-70% -$2.71M 0.55% 54
2016
Q3 		$3.83M Sell
60,125
-7,619
-11% -$506K 1.62% 17
2016
Q2 		$4.7M Buy
67,744
+7,419
+12% +$475K 2.22% 12
2016
Q1 		$3.8M Buy
60,325
+11,661
+24% +$705K 1.9% 15
2015
Q4 		$2.57M Buy
48,664
+10,431
+27% +$605K 1.6% 18
2015
Q3 		$2.08M Buy
38,233
+16,181
+73% +$868K 1.3% 20
2015
Q2 		$1.13M Sell
22,052
-320
-1% -$16.2K 0.69% 22
2015
Q1 		$1.12M Buy
22,372
+1,527
+7% +$81.1K 0.87% 14
2014
Q4 		$1.03M Buy
20,845
+14,672
+238% +$715K 0.63% 19
2014
Q3 		$286K Buy
6,173
+694
+13% +$29.7K 0.28% 16
2014
Q2 		$230K Buy
5,479
+1,486
+37% +$59.8K 0.21% 20
2014
Q1 		$149K Buy
3,993
+1,591
+66% +$57.8K 0.12% 27
2013
Q4 		$92.2K Buy
+2,402
New +$88.7K 0.08% 34

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

EFG Asset Management (Americas)'s MO Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Altria Group (MO) stake by 7.3% in Q3 2025, selling an estimated $199K and leaving 39,780 shares worth $2.63M. The position accounts for 0.45% of the portfolio, ranked #72.

EFG Asset Management (Americas) first reported a position in MO in Q4 2013 and has held it in 48 quarters since. The position peaked at $4.7M in Q2 2016. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • EFG Asset Management (Americas) held 39,780 shares of Altria Group worth $2.63M as of Q3 2025.
  • EFG Asset Management (Americas) sold 3,139 Altria Group shares in Q3 2025, an estimated $199K.
  • Altria Group made up 0.45% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #72 holding.
  • EFG Asset Management (Americas) first reported a position in Altria Group in Q4 2013 and has held it in 48 quarters since.
  • EFG Asset Management (Americas)'s Altria Group position peaked at $4.7M in Q2 2016.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.