Litman Gregory Wealth Management’s Altria Group MO Stock Holding History

Litman Gregory Wealth Management’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	$248K	Hold	4,307	–	–	0.02%	136
2025 Q3	$285K	Hold	4,307	–	–	0.02%	126
2025 Q2	$253K	Hold	4,307	–	–	0.02%	124
2025 Q1	$259K	Hold	4,307	–	–	0.02%	124
2024 Q4	$225K	Hold	4,307	–	–	0.02%	126
2024 Q3	$220K	Buy	+4,307	New	+$218K	0.02%	133
2021 Q2	–	Sell	-150	Closed	-$8K	–	142
2021 Q1	$8K	Buy	+150	New	+$6.72K	﹤0.01%	153
2019 Q4	–	Sell	-631	Closed	-$26K	–	247
2019 Q3	$26K	Sell	631 -31	-5%	-$1.43K	0.01%	96
2019 Q2	$31K	Buy	662 +62	+10%	+$3.25K	0.01%	114
2019 Q1	$34K	Hold	600	–	–	0.01%	78
2018 Q4	$30K	Buy	+600	New	+$34.8K	0.01%	86

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

Litman Gregory Wealth Management's MO Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Altria Group (MO) position steady in Q4 2025 at 4,307 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #136.

Litman Gregory Wealth Management first reported a position in MO in Q4 2018 and has held it in 11 quarters since. The position peaked at $285K in Q3 2025. 2,390 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Litman Gregory Wealth Management held 4,307 shares of Altria Group worth $248K as of Q4 2025.
Litman Gregory Wealth Management left its Altria Group share count unchanged in Q4 2025.
Altria Group made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #136 holding.
Litman Gregory Wealth Management first reported a position in Altria Group in Q4 2018 and has held it in 11 quarters since.
Litman Gregory Wealth Management's Altria Group position peaked at $285K in Q3 2025.
2,390 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.