HBS
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Howard Bailey Securities’s Altria Group MO Stock Holding History

Howard Bailey Securities’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 		– Sell
-4,616
Closed -$271K – 155
2025
Q2 		$271K Sell
4,616
-3,162
-41% -$186K 0.08% 121
2025
Q1 		$467K Sell
7,778
-1,260
-14% -$68.8K 0.16% 79
2024
Q4 		$473K Sell
9,038
-625
-6% -$33.3K 0.18% 75
2024
Q3 		$493K Buy
+9,663
New +$488K 0.19% 72

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

Howard Bailey Securities's MO Position: Q3 2025 in Review

Howard Bailey Securities sold out of Altria Group (MO) in Q3 2025, closing a stake of 4,616 shares — an estimated $271K sold.

Howard Bailey Securities first reported a position in MO in Q3 2024 and held it in 4 quarters. The position peaked at $493K in Q3 2024. 2,354 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Howard Bailey Securities reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 4,616 Altria Group shares in Q3 2025, an estimated $271K.
  • Howard Bailey Securities first reported a position in Altria Group in Q3 2024 and held it in 4 quarters.
  • Howard Bailey Securities's Altria Group position peaked at $493K in Q3 2024.
  • 2,354 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Howard Bailey Securities's 13F filing for Q3 2025, filed 4 Nov 2025.