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ERTS Wealth Advisors’s Altria Group MO Stock Holding History

ERTS Wealth 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
2025
Q3 		– Sell
-4,154
Closed -$244K – 31
2025
Q2 		$244K Buy
4,154
+182
+5% +$10.7K 0.08% 27
2025
Q1 		$238K Buy
+3,972
New +$217K 0.05% 75
2022
Q1 		– Sell
-4,462
Closed -$212K – 93
2021
Q4 		$212K Buy
4,462
+9
+0.2% +$412 0.05% 82
2021
Q3 		$203K Buy
4,453
+100
+2% +$4.83K 0.05% 83
2021
Q2 		$208K Buy
4,353
+1
+0% +$49 0.06% 87
2021
Q1 		$223K Buy
+4,352
New +$195K 0.07% 80
2020
Q1 		– Sell
-4,042
Closed -$202K – 90
2019
Q4 		$202K Buy
+4,042
New +$191K 0.09% 82
2019
Q1 		– Sell
-2,212
Closed -$109K – 228
2018
Q4 		$109K Buy
+2,212
New +$128K 0.08% 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

ERTS Wealth Advisors's MO Position: Q3 2025 in Review

ERTS Wealth Advisors sold out of Altria Group (MO) in Q3 2025, closing a stake of 4,154 shares — an estimated $244K sold.

ERTS Wealth Advisors first reported a position in MO in Q4 2018 and held it in 8 quarters. The position peaked at $244K in Q2 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • ERTS Wealth Advisors reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 4,154 Altria Group shares in Q3 2025, an estimated $244K.
  • ERTS Wealth Advisors first reported a position in Altria Group in Q4 2018 and held it in 8 quarters.
  • ERTS Wealth Advisors's Altria Group position peaked at $244K in Q2 2025.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on ERTS Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.