First Wilshire Securities Management’s Altria Group MO Stock Holding History

First Wilshire Securities Management’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 Q1	–	Sell	-4,000	Closed	-$209K	–	82
2024 Q4	$209K	Hold	4,000	–	–	0.06%	83
2024 Q3	$204K	Buy	+4,000	New	+$202K	0.06%	80
2022 Q2	–	Sell	-4,170	Closed	-$218K	–	92
2022 Q1	$218K	Buy	+4,170	New	+$212K	0.08%	80
2019 Q3	–	Sell	-4,643	Closed	-$220K	–	105
2019 Q2	$220K	Hold	4,643	–	–	0.09%	104
2019 Q1	$267K	Hold	4,643	–	–	0.09%	104
2018 Q4	$229K	Hold	4,643	–	–	0.09%	101
2018 Q3	$280K	Hold	4,643	–	–	0.08%	103
2018 Q2	$264K	Hold	4,643	–	–	0.08%	99
2018 Q1	$289K	Hold	4,643	–	–	0.08%	104
2017 Q4	$332K	Sell	4,643 -357	-7%	-$23.9K	0.09%	95
2017 Q3	$317K	Hold	5,000	–	–	0.09%	98
2017 Q2	$372K	Hold	5,000	–	–	0.11%	87
2017 Q1	$357K	Hold	5,000	–	–	0.1%	89
2016 Q4	$338K	Sell	5,000 -1,000	-17%	-$64.4K	0.1%	87
2016 Q3	$379K	Hold	6,000	–	–	0.11%	92
2016 Q2	$414K	Hold	6,000	–	–	0.13%	88
2016 Q1	$376K	Buy	+6,000	New	+$363K	0.12%	88
2015 Q4	–	Sell	-3,900	Closed	-$212K	–	120
2015 Q3	$212K	Buy	+3,900	New	+$209K	0.06%	106

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

First Wilshire Securities Management's MO Position: Q1 2025 in Review

First Wilshire Securities Management sold out of Altria Group (MO) in Q1 2025, closing a stake of 4,000 shares — an estimated $209K sold.

First Wilshire Securities Management first reported a position in MO in Q3 2015 and held it in 18 quarters. The position peaked at $414K in Q2 2016. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

First Wilshire Securities Management reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
First Wilshire Securities Management sold 4,000 Altria Group shares in Q1 2025, an estimated $209K.
First Wilshire Securities Management first reported a position in Altria Group in Q3 2015 and held it in 18 quarters.
First Wilshire Securities Management's Altria Group position peaked at $414K in Q2 2016.
2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on First Wilshire Securities Management's 13F filing for Q1 2025, filed 14 May 2025.