NSG
MO icon

Nalls Sherbakoff Group’s Altria Group MO Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$47.6K Hold
825
– – 0.03% 205
2025
Q3 		$54.5K Hold
825
– – 0.04% 202
2025
Q2 		$48.4K Sell
825
-650
-44% -$38.2K 0.04% 204
2025
Q1 		$88.5K Buy
+1,475
New +$80.5K 0.07% 134
2023
Q4 		$55.3K Buy
1,370
+750
+121% +$31K 0.05% 157
2023
Q3 		$26.1K Hold
620
– – 0.03% 204
2023
Q2 		$27.5K Hold
620
– – 0.03% 202
2023
Q1 		$27.6K Buy
+620
New +$28.5K 0.03% 209
2018
Q4 		$17K Buy
+349
New +$20.2K 0.03% 226

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nalls Sherbakoff Group's MO Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Altria Group (MO) position steady in Q4 2025 at 825 shares worth $47.6K. The position accounts for 0.03% of the portfolio, ranked #205.

Nalls Sherbakoff Group first reported a position in MO in Q4 2018 and has held it in 9 quarters since. The position peaked at $88.5K in Q1 2025. 2,385 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Nalls Sherbakoff Group held 825 shares of Altria Group worth $47.6K as of Q4 2025.
  • Nalls Sherbakoff Group left its Altria Group share count unchanged in Q4 2025.
  • Altria Group made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #205 holding.
  • Nalls Sherbakoff Group first reported a position in Altria Group in Q4 2018 and has held it in 9 quarters since.
  • Nalls Sherbakoff Group's Altria Group position peaked at $88.5K in Q1 2025.
  • 2,385 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.