Gould Capital’s Altria Group MO Stock Holding History

Gould Capital’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 Q4	–	Sell	-587	Closed	-$38.8K	–	210
2025 Q3	$38.8K	Buy	+587	New	+$37.2K	0.02%	94

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gould Capital's MO Position: Q4 2025 in Review

Gould Capital sold out of Altria Group (MO) in Q4 2025, closing a stake of 587 shares — an estimated $38.8K sold.

Gould Capital first reported a position in MO in Q3 2025 and held it in 1 quarter. The position peaked at $38.8K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Gould Capital reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
Gould Capital sold 587 Altria Group shares in Q4 2025, an estimated $38.8K.
Gould Capital first reported a position in Altria Group in Q3 2025 and held it in 1 quarter.
Gould Capital's Altria Group position peaked at $38.8K in Q3 2025.
2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Gould Capital's 13F filing for Q4 2025, filed 13 Feb 2026.