Long Run Wealth Advisors’s Altria Group MO Stock Holding History

Long Run Wealth Advisors’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	$432K	Buy	7,484 +112	+2%	+$6.76K	0.08%	80
2025 Q3	$487K	Buy	+7,372	New	+$467K	0.1%	77
2025 Q2	–	Sell	-8,621	Closed	-$517K	–	109
2025 Q1	$517K	Buy	8,621 +157	+2%	+$8.57K	0.12%	78
2024 Q4	$443K	Buy	8,464 +3,312	+64%	+$176K	0.11%	75
2024 Q3	$263K	Buy	5,152 +96	+2%	+$4.85K	0.06%	88
2024 Q2	$230K	Buy	5,056 +101	+2%	+$4.48K	0.06%	92
2024 Q1	$216K	Buy	+4,955	New	+$205K	0.06%	92
2023 Q3	–	Sell	-4,455	Closed	-$202K	–	91
2023 Q2	$202K	Buy	+4,455	New	+$202K	0.06%	95

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

Long Run Wealth Advisors's MO Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Altria Group (MO) stake by 1.5% in Q4 2025, buying an estimated $6.76K and bringing the position to 7,484 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #80.

Long Run Wealth Advisors first reported a position in MO in Q2 2023 and has held it in 8 quarters since. The position peaked at $517K in Q1 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Long Run Wealth Advisors held 7,484 shares of Altria Group worth $432K as of Q4 2025.
Long Run Wealth Advisors bought 112 Altria Group shares in Q4 2025, an estimated $6.76K.
Altria Group made up 0.08% of Long Run Wealth Advisors's portfolio in Q4 2025, its #80 holding.
Long Run Wealth Advisors first reported a position in Altria Group in Q2 2023 and has held it in 8 quarters since.
Long Run Wealth Advisors's Altria Group position peaked at $517K in Q1 2025.
2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.