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Napa Wealth Management’s Altria Group MO Stock Holding History

Napa Wealth Management’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
Q3 		$260K Sell
3,929
-43,149
-92% -$2.73M 0.12% 124
2025
Q2 		$2.76M Buy
47,078
+42,835
+1,010% +$2.52M 1.32% 21
2025
Q1 		$255K Sell
4,243
-37,071
-90% -$2.02M 0.14% 146
2024
Q4 		$2.16M Buy
+41,314
New +$2.2M 0.93% 24

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

Napa Wealth Management's MO Position: Q3 2025 in Review

Napa Wealth Management reduced its Altria Group (MO) stake by 92% in Q3 2025, selling an estimated $2.73M and leaving 3,929 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #124.

Napa Wealth Management first reported a position in MO in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.76M in Q2 2025. 2,352 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Napa Wealth Management held 3,929 shares of Altria Group worth $260K as of Q3 2025.
  • Napa Wealth Management sold 43,149 Altria Group shares in Q3 2025, an estimated $2.73M.
  • Altria Group made up 0.12% of Napa Wealth Management's portfolio in Q3 2025, its #124 holding.
  • Napa Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 4 quarters since.
  • Napa Wealth Management's Altria Group position peaked at $2.76M in Q2 2025.
  • 2,352 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.