Mitchell Sinkler & Starr’s Altria Group MO Stock Holding History

Mitchell Sinkler & Starr’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	-12,826	Closed	-$770K	–	152
2025 Q1	$770K	Hold	12,826	–	–	0.22%	74
2024 Q4	$671K	Hold	12,826	–	–	0.18%	89
2024 Q3	$655K	Sell	12,826 -5,976	-32%	-$302K	0.16%	93
2024 Q2	$905K	Hold	18,802	–	–	0.23%	72
2024 Q1	$820K	Sell	18,802 -2,676	-12%	-$111K	0.21%	82
2023 Q4	$866K	Buy	21,478 +2,676	+14%	+$111K	0.16%	103
2023 Q3	$791K	Hold	18,802	–	–	0.24%	63
2023 Q2	$852K	Hold	18,802	–	–	0.24%	75
2023 Q1	$839K	Buy	18,802 +246	+1%	+$11.3K	0.25%	77
2022 Q4	$848K	Sell	18,556 -962	-5%	-$43.6K	0.27%	69
2022 Q3	$788K	Hold	19,518	–	–	0.31%	63
2022 Q2	$815K	Hold	19,518	–	–	0.3%	61
2022 Q1	$1.02M	Sell	19,518 -246	-1%	-$12.5K	0.32%	62
2021 Q4	$937K	Buy	19,764 +13,542	+218%	+$621K	0.28%	64
2021 Q3	$283K	Hold	6,222	–	–	0.26%	91
2021 Q2	$297K	Hold	6,222	–	–	0.27%	87
2021 Q1	$318K	Hold	6,222	–	–	0.31%	83
2020 Q4	$255K	Hold	6,222	–	–	0.24%	86
2020 Q3	$240K	Sell	6,222 -2,000	-24%	-$83.2K	0.24%	88
2020 Q2	$323K	Hold	8,222	–	–	0.37%	72
2020 Q1	$318K	Hold	8,222	–	–	0.42%	68
2019 Q4	$410K	Hold	8,222	–	–	0.44%	65
2019 Q3	$336K	Hold	8,222	–	–	0.43%	66
2019 Q2	$389K	Sell	8,222 -9,620	-54%	-$504K	0.44%	67
2019 Q1	$1.02M	Sell	17,842 -322	-2%	-$16.5K	1.18%	32
2018 Q4	$897K	Sell	18,164 -1,260	-6%	-$73K	1.11%	33
2018 Q3	$1.17M	Hold	19,424	–	–	1.23%	32
2018 Q2	$1.1M	Hold	19,424	–	–	1.22%	30
2018 Q1	$1.21M	Buy	19,424 +12,880	+197%	+$853K	1.38%	27
2017 Q4	$467K	Hold	6,544	–	–	0.69%	54
2017 Q3	$415K	Hold	6,544	–	–	0.65%	55
2017 Q2	$487K	Hold	6,544	–	–	0.8%	50
2017 Q1	$467K	Hold	6,544	–	–	0.76%	51
2016 Q4	$443K	Hold	6,544	–	–	0.62%	56
2016 Q3	$414K	Hold	6,544	–	–	0.65%	51
2016 Q2	$451K	Hold	6,544	–	–	0.61%	55
2016 Q1	$410K	Hold	6,544	–	–	0.57%	59
2015 Q4	$381K	Hold	6,544	–	–	0.52%	62
2015 Q3	$356K	Hold	6,544	–	–	0.46%	68
2015 Q2	$320K	Buy	6,544 +246	+4%	+$12.5K	0.38%	70
2015 Q1	$315K	Hold	6,298	–	–	0.35%	71
2014 Q4	$310K	Hold	6,298	–	–	0.35%	70
2014 Q3	$289K	Hold	6,298	–	–	0.32%	75
2014 Q2	$264K	Hold	6,298	–	–	0.28%	74
2014 Q1	$236K	Hold	6,298	–	–	0.26%	77
2013 Q4	$242K	Hold	6,298	–	–	0.27%	73
2013 Q3	$216K	Sell	6,298 -3,810	-38%	-$134K	0.25%	77
2013 Q2	$353K	Buy	+10,108	New	+$363K	0.08%	133

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

Mitchell Sinkler & Starr's MO Position: Q2 2025 in Review

Mitchell Sinkler & Starr sold out of Altria Group (MO) in Q2 2025, closing a stake of 12,826 shares — an estimated $770K sold.

Mitchell Sinkler & Starr first reported a position in MO in Q2 2013 and held it in 48 quarters. The position peaked at $1.21M in Q1 2018. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

Mitchell Sinkler & Starr reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
Mitchell Sinkler & Starr sold 12,826 Altria Group shares in Q2 2025, an estimated $770K.
Mitchell Sinkler & Starr first reported a position in Altria Group in Q2 2013 and held it in 48 quarters.
Mitchell Sinkler & Starr's Altria Group position peaked at $1.21M in Q1 2018.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2025, filed 25 Jul 2025.