Kimelman & Baird’s Altria Group MO Stock Holding History

Kimelman & Baird’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	-2,779	Closed	-$184K	–	285
2025 Q3	$184K	Hold	2,779	–	–	0.01%	118
2025 Q2	$163K	Hold	2,779	–	–	0.01%	122
2025 Q1	$167K	Hold	2,779	–	–	0.01%	124
2024 Q4	$145K	Hold	2,779	–	–	0.01%	133
2024 Q3	$142K	Hold	2,779	–	–	0.01%	138
2024 Q2	$127K	Buy	+2,779	New	+$123K	0.01%	140
2021 Q2	$333K	Buy	+6,978	New	+$343K	0.03%	98
2019 Q3	–	Sell	-4,759	Closed	-$225K	–	101
2019 Q2	$225K	Buy	4,759 +260	+6%	+$13.6K	0.03%	96
2019 Q1	$258K	Hold	4,499	–	–	0.04%	88
2018 Q4	$222K	Hold	4,499	–	–	0.03%	92
2018 Q3	$271K	Hold	4,499	–	–	0.03%	91
2018 Q2	$255K	Buy	+4,499	New	+$259K	0.03%	100
2017 Q4	$348K	Buy	4,870 +170	+4%	+$11.4K	0.05%	90
2017 Q3	$298K	Sell	4,700 -200	-4%	-$13.3K	0.04%	98
2017 Q2	$365K	Hold	4,900	–	–	0.06%	94
2017 Q1	$350K	Buy	4,900 +58	+1%	+$4.2K	0.05%	90
2016 Q4	$327K	Sell	4,842 -200	-4%	-$12.9K	0.05%	92
2016 Q3	$319K	Buy	5,042 +4	+0.1%	+$266	0.06%	81
2016 Q2	$347K	Buy	5,038 +383	+8%	+$24.5K	0.06%	79
2016 Q1	$292K	Hold	4,655	–	–	0.05%	88
2015 Q4	$271K	Buy	+4,655	New	+$270K	0.05%	91
2015 Q2	$226K	Buy	+4,625	New	+$234K	0.04%	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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Kimelman & Baird's MO Position: Q4 2025 in Review

Kimelman & Baird sold out of Altria Group (MO) in Q4 2025, closing a stake of 2,779 shares — an estimated $184K sold.

Kimelman & Baird first reported a position in MO in Q2 2015 and held it in 22 quarters. The position peaked at $365K in Q2 2017. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Kimelman & Baird reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
Kimelman & Baird sold 2,779 Altria Group shares in Q4 2025, an estimated $184K.
Kimelman & Baird first reported a position in Altria Group in Q2 2015 and held it in 22 quarters.
Kimelman & Baird's Altria Group position peaked at $365K in Q2 2017.
2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.