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Marcum Wealth’s Altria Group MO Stock Holding History

Marcum Wealth’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
Q1 		$3.65M Buy
60,852
+89
+0.1% +$4.86K 0.32% 38
2024
Q4 		$3.18M Buy
60,763
+3,969
+7% +$211K 0.28% 44
2024
Q3 		$2.9M Buy
56,794
+1,089
+2% +$55K 0.27% 42
2024
Q2 		$2.54M Buy
55,705
+464
+0.8% +$20.6K 0.25% 45
2024
Q1 		$2.41M Buy
55,241
+1,545
+3% +$64.1K 0.24% 45
2023
Q4 		$2.17M Sell
53,696
-2,867
-5% -$119K 0.23% 46
2023
Q3 		$2.38M Sell
56,563
-3,264
-5% -$144K 0.29% 34
2023
Q2 		$2.71M Buy
59,827
+1,449
+2% +$65.6K 0.32% 31
2023
Q1 		$2.6M Sell
58,378
-1,653
-3% -$76K 0.33% 31
2022
Q4 		$2.74M Sell
60,031
-1,396
-2% -$63.2K 0.36% 29
2022
Q3 		$2.48M Sell
61,427
-11,781
-16% -$514K 0.38% 27
2022
Q2 		$3.06M Buy
73,208
+1,751
+2% +$90.7K 0.46% 24
2022
Q1 		$3.73M Buy
71,457
+903
+1% +$46K 0.52% 21
2021
Q4 		$3.34M Sell
70,554
-1,707
-2% -$78.2K 0.47% 25
2021
Q3 		$3.29M Sell
72,261
-1,044
-1% -$50.4K 0.52% 24
2021
Q2 		$3.5M Sell
73,305
-2,614
-3% -$128K 0.57% 21
2021
Q1 		$3.88M Buy
75,919
+5,834
+8% +$261K 0.64% 21
2020
Q4 		$2.87M Buy
70,085
+1,077
+2% +$43.2K 0.67% 17
2020
Q3 		$2.67M Buy
69,008
+493
+0.7% +$20.5K 0.82% 20
2020
Q2 		$2.69M Sell
68,515
-1,787
-3% -$69.7K 0.83% 21
2020
Q1 		$2.72M Buy
70,302
+1,816
+3% +$80.6K 1.05% 16
2019
Q4 		$3.42M Buy
+68,486
New +$3.23M 1.28% 14

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's MO Position: Q1 2025 in Review

Marcum Wealth increased its Altria Group (MO) stake by 0.15% in Q1 2025, buying an estimated $4.86K and bringing the position to 60,852 shares worth $3.65M. The position accounts for 0.32% of the portfolio, ranked #38.

Marcum Wealth first reported a position in MO in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.88M in Q1 2021. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Marcum Wealth held 60,852 shares of Altria Group worth $3.65M as of Q1 2025.
  • Marcum Wealth bought 89 Altria Group shares in Q1 2025, an estimated $4.86K.
  • Altria Group made up 0.32% of Marcum Wealth's portfolio in Q1 2025, its #38 holding.
  • Marcum Wealth first reported a position in Altria Group in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Altria Group position peaked at $3.88M in Q1 2021.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.