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Global Financial Private Client’s Altria Group MO Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-504
Closed -$30.3K – 1063
2025
Q1 		$30.3K Buy
504
+34
+7% +$1.86K 0.01% 390
2024
Q4 		$24.6K Buy
470
+18
+4% +$959 0.01% 397
2024
Q3 		$23.1K Buy
452
+167
+59% +$8.44K 0.01% 410
2024
Q2 		$13K Buy
285
+6
+2% +$266 0.01% 422
2024
Q1 		$12.1K Sell
279
-291
-51% -$12.1K 0.01% 441
2023
Q4 		$23K Buy
570
+6
+1% +$248 0.01% 380
2023
Q3 		$23.5K Buy
564
+5
+0.9% +$221 0.01% 360
2023
Q2 		$25.7K Sell
559
-369
-40% -$16.7K 0.01% 351
2023
Q1 		$41.8K Buy
928
+379
+69% +$17.4K 0.02% 296
2022
Q4 		$25.1K Sell
549
-994
-64% -$45K 0.01% 342
2022
Q3 		$63.9K Buy
1,543
+5
+0.3% +$218 0.04% 238
2022
Q2 		$65K Buy
1,538
+3
+0.2% +$155 0.04% 236
2022
Q1 		$80.9K Buy
1,535
+5
+0.3% +$255 0.04% 221
2021
Q4 		$72.5K Buy
1,530
+1,004
+191% +$46K 0.04% 237
2021
Q3 		$24.1K Sell
526
-2,096
-80% -$101K 0.01% 297
2021
Q2 		$125K Buy
2,622
+4
+0.2% +$197 0.07% 153
2021
Q1 		$134K Buy
2,618
+5
+0.2% +$224 0.1% 133
2020
Q4 		$107K Buy
2,613
+4
+0.2% +$161 0.09% 130
2020
Q3 		$102K Buy
2,609
+209
+9% +$8.7K 0.09% 131
2020
Q2 		$94.2K Sell
2,400
-660
-22% -$25.7K 0.08% 151
2020
Q1 		$115K Sell
3,060
-71
-2% -$3.15K 0.12% 129
2019
Q4 		$156K Buy
+3,131
New +$148K 0.13% 131

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Financial Private Client's MO Position: Q2 2025 in Review

Global Financial Private Client sold out of Altria Group (MO) in Q2 2025, closing a stake of 504 shares — an estimated $30.3K sold.

Global Financial Private Client first reported a position in MO in Q4 2019 and held it in 22 quarters. The position peaked at $156K in Q4 2019. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Global Financial Private Client reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 504 Altria Group shares in Q2 2025, an estimated $30.3K.
  • Global Financial Private Client first reported a position in Altria Group in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's Altria Group position peaked at $156K in Q4 2019.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.