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Marshall Financial Group (Pennsylvania)’s Altria Group MO Stock Holding History

Marshall Financial Group (Pennsylvania)’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
Q3 		$222K Buy
+3,358
New +$213K 0.06% 51
2025
Q2 		– Sell
-3,358
Closed -$202K – 53
2025
Q1 		$202K Buy
+3,358
New +$183K 0.06% 54

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s MO Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) opened a new position in Altria Group (MO) in Q3 2025: 3,358 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #51 among its holdings. This is a return to the name: Marshall Financial Group (Pennsylvania) previously reported a position in MO as recently as Q1 2025.

Marshall Financial Group (Pennsylvania) first reported a position in MO in Q1 2025 and has held it in 2 quarters since. 2,352 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 3,358 shares of Altria Group worth $222K as of Q3 2025.
  • Altria Group was a new Marshall Financial Group (Pennsylvania) position in Q3 2025.
  • Altria Group made up 0.06% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #51 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Altria Group in Q1 2025 and has held it in 2 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.