LAM
MO icon

Longboard Asset Management’s Altria Group MO Stock Holding History

Longboard Asset 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 		– Sell
-4,667
Closed -$308K – 183
2025
Q3 		$308K Hold
4,667
– – 0.5% 14
2025
Q2 		$274K Hold
4,667
– – 0.68% 28
2025
Q1 		$280K Hold
4,667
– – 0.82% 11
2024
Q4 		$244K Buy
+4,667
New +$249K 0.65% 28

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Longboard Asset Management's MO Position: Q4 2025 in Review

Longboard Asset Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 4,667 shares — an estimated $308K sold.

Longboard Asset Management first reported a position in MO in Q4 2024 and held it in 4 quarters. The position peaked at $308K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Longboard Asset Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 4,667 Altria Group shares in Q4 2025, an estimated $308K.
  • Longboard Asset Management first reported a position in Altria Group in Q4 2024 and held it in 4 quarters.
  • Longboard Asset Management's Altria Group position peaked at $308K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.