MWA
MO icon

Moser Wealth Advisors’s Altria Group MO Stock Holding History

Moser Wealth 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 		$567K Sell
9,669
-399
-4% -$23.4K 0.27% 62
2025
Q1 		$604K Buy
10,068
+85
+0.9% +$4.64K 0.32% 56
2024
Q4 		$522K Hold
9,983
– – 0.27% 61
2024
Q3 		$510K Sell
9,983
-3,350
-25% -$169K 0.26% 61
2024
Q2 		$607K Hold
13,333
– – 0.33% 50
2024
Q1 		$582K Sell
13,333
-775
-5% -$32.1K 0.32% 56
2023
Q4 		$569K Sell
14,108
-3,240
-19% -$134K 0.36% 51
2023
Q3 		$729K Sell
17,348
-510
-3% -$22.5K 0.51% 45
2023
Q2 		$809K Buy
+17,858
New +$809K 0.54% 42
2022
Q4 		$958K Sell
20,954
-350
-2% -$15.9K 0.72% 35
2022
Q3 		$860K Hold
21,304
– – 0.67% 41
2022
Q2 		$890K Sell
21,304
-550
-3% -$28.5K 0.66% 38
2022
Q1 		$1.14M Hold
21,854
– – 0.71% 35
2021
Q4 		$1.04M Sell
21,854
-500
-2% -$22.9K 0.63% 38
2021
Q3 		$1.02M Sell
22,354
-800
-3% -$38.6K 0.65% 39
2021
Q2 		$1.1M Sell
23,154
-225
-1% -$11.1K 0.71% 35
2021
Q1 		$1.2M Sell
23,379
-1,000
-4% -$44.8K 0.84% 31
2020
Q4 		$1M Sell
24,379
-1,785
-7% -$71.7K 0.74% 33
2020
Q3 		$1.01M Hold
26,164
– – 0.8% 28
2020
Q2 		$1.03M Buy
26,164
+5,133
+24% +$200K 0.98% 26
2020
Q1 		$813K Sell
21,031
-300
-1% -$13.3K 0.94% 26
2019
Q4 		$1.06M Buy
+21,331
New +$1.01M 1.02% 21

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moser Wealth Advisors's MO Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Altria Group (MO) stake by 4% in Q2 2025, selling an estimated $23.4K and leaving 9,669 shares worth $567K. The position accounts for 0.27% of the portfolio, ranked #62.

Moser Wealth Advisors first reported a position in MO in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.2M in Q1 2021. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Moser Wealth Advisors held 9,669 shares of Altria Group worth $567K as of Q2 2025.
  • Moser Wealth Advisors sold 399 Altria Group shares in Q2 2025, an estimated $23.4K.
  • Altria Group made up 0.27% of Moser Wealth Advisors's portfolio in Q2 2025, its #62 holding.
  • Moser Wealth Advisors first reported a position in Altria Group in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Altria Group position peaked at $1.2M in Q1 2021.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.