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Gries Financial’s Altria Group MO Stock Holding History

Gries Financial’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 		$574K Sell
8,694
-1,671
-16% -$106K 0.09% 170
2025
Q2 		$608K Buy
10,365
+1,708
+20% +$100K 0.11% 153
2025
Q1 		$520K Sell
8,657
-331
-4% -$18.1K 0.1% 159
2024
Q4 		$470K Sell
8,988
-141
-2% -$7.51K 0.08% 169
2024
Q3 		$466K Buy
9,129
+194
+2% +$9.8K 0.09% 166
2024
Q2 		$407K Buy
8,935
+2,752
+45% +$122K 0.08% 158
2024
Q1 		$270K Sell
6,183
-1,089
-15% -$45.2K 0.05% 231
2023
Q4 		$293K Buy
7,272
+646
+10% +$26.7K 0.06% 172
2023
Q3 		$279K Buy
6,626
+1,011
+18% +$44.7K 0.08% 160
2023
Q2 		$254K Buy
5,615
+510
+10% +$23.1K 0.07% 147
2023
Q1 		$228K Hold
5,105
– – 0.07% 158
2022
Q4 		$233K Buy
5,105
+100
+2% +$4.53K 0.08% 143
2022
Q3 		$202K Hold
5,005
– – 0.09% 142
2022
Q2 		$209K Hold
5,005
– – 0.1% 118
2022
Q1 		$262K Hold
5,005
– – 0.1% 139
2021
Q4 		$237K Hold
5,005
– – 0.1% 145
2021
Q3 		$228K Sell
5,005
-4,229
-46% -$204K 0.07% 151
2021
Q2 		$434K Sell
9,234
-33
-0.4% -$1.62K 0.14% 109
2021
Q1 		$464K Buy
+9,267
New +$415K 0.15% 110

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gries Financial's MO Position: Q3 2025 in Review

Gries Financial reduced its Altria Group (MO) stake by 16% in Q3 2025, selling an estimated $106K and leaving 8,694 shares worth $574K. The position accounts for 0.09% of the portfolio, ranked #170.

Gries Financial first reported a position in MO in Q1 2021 and has held it in 19 quarters since. The position peaked at $608K in Q2 2025. 2,354 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Gries Financial held 8,694 shares of Altria Group worth $574K as of Q3 2025.
  • Gries Financial sold 1,671 Altria Group shares in Q3 2025, an estimated $106K.
  • Altria Group made up 0.09% of Gries Financial's portfolio in Q3 2025, its #170 holding.
  • Gries Financial first reported a position in Altria Group in Q1 2021 and has held it in 19 quarters since.
  • Gries Financial's Altria Group position peaked at $608K in Q2 2025.
  • 2,354 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.