May Barnhard Investments’s Altria Group MO Stock Holding History

May Barnhard Investments’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	–	Sell	-5,818	Closed	-$341K	–	87
2025 Q2	$341K	Buy	5,818 +98	+2%	+$5.75K	0.16%	72
2025 Q1	$343K	Buy	5,720 +111	+2%	+$6.06K	0.17%	73
2024 Q4	$293K	Buy	5,609 +112	+2%	+$5.97K	0.14%	72
2024 Q3	$281K	Buy	5,497 +13	+0.2%	+$657	0.14%	73
2024 Q2	$250K	Buy	5,484 +117	+2%	+$5.19K	0.13%	72
2024 Q1	$234K	Buy	5,367 +123	+2%	+$5.1K	0.12%	73
2023 Q4	$212K	Buy	+5,244	New	+$217K	0.11%	78

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

May Barnhard Investments's MO Position: Q3 2025 in Review

May Barnhard Investments sold out of Altria Group (MO) in Q3 2025, closing a stake of 5,818 shares — an estimated $341K sold.

May Barnhard Investments first reported a position in MO in Q4 2023 and held it in 7 quarters. The position peaked at $343K in Q1 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

May Barnhard Investments reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
May Barnhard Investments sold 5,818 Altria Group shares in Q3 2025, an estimated $341K.
May Barnhard Investments first reported a position in Altria Group in Q4 2023 and held it in 7 quarters.
May Barnhard Investments's Altria Group position peaked at $343K in Q1 2025.
2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on May Barnhard Investments's 13F filing for Q3 2025, filed 6 Nov 2025.