McClarren Financial Advisors’s Altria Group MO Stock Holding History

McClarren Financial 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 Q2	–	Sell	-60	Closed	-$2K	–	207
2025 Q1	$2K	Buy	+60	New	+$3.28K	﹤0.01%	252
2024 Q3	–	Sell	-45	Closed	-$54K	–	317
2024 Q2	$54K	Sell	45 -1,432	-97%	-$63.5K	0.04%	139
2024 Q1	$65K	Hold	1,477	–	–	0.05%	127
2023 Q4	$60K	Buy	1,477 +275	+23%	+$11.4K	0.05%	141
2023 Q3	$50K	Hold	1,202	–	–	0.04%	145
2023 Q2	$54K	Hold	1,202	–	–	0.04%	148
2023 Q1	$53K	Hold	1,202	–	–	0.05%	138
2022 Q4	$54K	Hold	1,202	–	–	0.05%	140
2022 Q3	$48K	Buy	+1,202	New	+$52.4K	0.05%	131
2022 Q2	–	Sell	-1,202	Closed	-$62K	–	174
2022 Q1	$62K	Hold	1,202	–	–	0.04%	111
2021 Q4	$57K	Sell	1,202 -574	-32%	-$26.3K	0.04%	128
2021 Q3	$80K	Sell	1,776 -215	-11%	-$10.4K	0.06%	91
2021 Q2	$94K	Hold	1,991	–	–	0.08%	81
2021 Q1	$102K	Hold	1,991	–	–	0.09%	75
2020 Q4	$81K	Buy	+1,991	New	+$79.9K	0.08%	84

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

McClarren Financial Advisors's MO Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Altria Group (MO) in Q2 2025, closing a stake of 60 shares — an estimated $2K sold.

McClarren Financial Advisors first reported a position in MO in Q4 2020 and held it in 15 quarters. The position peaked at $102K in Q1 2021. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

McClarren Financial Advisors reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 60 Altria Group shares in Q2 2025, an estimated $2K.
McClarren Financial Advisors first reported a position in Altria Group in Q4 2020 and held it in 15 quarters.
McClarren Financial Advisors's Altria Group position peaked at $102K in Q1 2021.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.