Greenberg Financial Group’s Altria Group MO Stock Holding History

Greenberg Financial Group’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	$210K	Buy	+2,915	New	+$171K	0.08%	110

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

Greenberg Financial Group's MO Position: Q2 2025 in Review

Greenberg Financial Group opened a new position in Altria Group (MO) in Q2 2025: 2,915 shares worth $210K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings.

2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

Greenberg Financial Group held 2,915 shares of Altria Group worth $210K as of Q2 2025.
Altria Group was a new Greenberg Financial Group position in Q2 2025.
Altria Group made up 0.08% of Greenberg Financial Group's portfolio in Q2 2025, its #110 holding.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Greenberg Financial Group's 13F filing for Q2 2025, filed 15 Jul 2026.