Lockerman Financial Group’s Altria Group MO Stock Holding History

Lockerman 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 Q4	–	Sell	-3,185	Closed	-$210K	–	112
2025 Q3	$210K	Buy	+3,185	New	+$202K	0.27%	113

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

Lockerman Financial Group's MO Position: Q4 2025 in Review

Lockerman Financial Group sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,185 shares — an estimated $210K sold.

Lockerman Financial Group first reported a position in MO in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Lockerman Financial Group reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 3,185 Altria Group shares in Q4 2025, an estimated $210K.
Lockerman Financial Group first reported a position in Altria Group in Q3 2025 and held it in 1 quarter.
Lockerman Financial Group's Altria Group position peaked at $210K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.