MCC
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Money Concepts Capital’s Altria Group MO Stock Holding History

Money Concepts Capital’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
2026
Q1 		$480K Buy
7,275
+1,403
+24% +$90.3K 0.03% 389
2025
Q4 		$339K Buy
5,872
+242
+4% +$14.6K 0.02% 406
2025
Q3 		$372K Sell
5,630
-3,439
-38% -$218K 0.02% 358
2025
Q2 		$532K Sell
9,069
-726
-7% -$42.6K 0.04% 298
2025
Q1 		$588K Buy
+9,795
New +$535K 0.04% 281
2023
Q1 		– Sell
-19,825
Closed -$906K – 1952
2022
Q4 		$906K Buy
19,825
+17,868
+913% +$809K 0.04% 316
2022
Q3 		$79K Buy
1,957
+73
+4% +$3.18K ﹤0.01% 619
2022
Q2 		$80K Sell
1,884
-13,951
-88% -$722K 0.01% 613
2022
Q1 		$827K Buy
+15,835
New +$807K 0.05% 324

Other funds holding MO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return