MSH Capital Advisors’s Altria Group MO Stock Holding History

MSH Capital 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
2026 Q1	$663K	Buy	10,043 +131	+1%	+$8.43K	0.14%	145
2025 Q4	$572K	Buy	9,912 +280	+3%	+$16.9K	0.12%	166
2025 Q3	$636K	Buy	9,632 +10	+0.1%	+$634	0.17%	140
2025 Q2	$564K	Buy	9,622 +10	+0.1%	+$587	0.16%	151
2025 Q1	$577K	Buy	9,612 +12	+0.1%	+$655	0.18%	131
2024 Q4	$502K	Sell	9,600 -389	-4%	-$20.7K	0.16%	150
2024 Q3	$510K	Buy	9,989 +12	+0.1%	+$607	0.16%	143
2024 Q2	$454K	Sell	9,977 -297	-3%	-$13.2K	0.15%	142
2024 Q1	$448K	Buy	10,274 +567	+6%	+$23.5K	0.16%	137
2023 Q4	$392K	Sell	9,707 -2,088	-18%	-$86.3K	0.15%	144
2023 Q3	$496K	Buy	11,795 +343	+3%	+$15.2K	0.19%	124
2023 Q2	$519K	Buy	11,452 +36	+0.3%	+$1.63K	0.19%	125
2023 Q1	$509K	Buy	11,416 +303	+3%	+$13.9K	0.22%	114
2022 Q4	$508K	Sell	11,113 -119	-1%	-$5.39K	0.23%	110
2022 Q3	$454K	Sell	11,232 -145	-1%	-$6.33K	0.22%	110
2022 Q2	$475K	Buy	11,377 +446	+4%	+$23.1K	0.22%	110
2022 Q1	$571K	Buy	10,931 +431	+4%	+$22K	0.24%	103
2021 Q4	$498K	Buy	+10,500	New	+$481K	0.22%	106

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return