Oak Hill Wealth Advisors’s Altria Group MO Stock Holding History

Oak Hill 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 Q3	$2.88M	Sell	43,609 -857	-2%	-$54.3K	0.54%	33
2025 Q2	$2.65M	Buy	44,466 +3,899	+10%	+$229K	0.55%	30
2025 Q1	$2.43M	Buy	40,567 +4,666	+13%	+$255K	0.56%	31
2024 Q4	$1.88M	Buy	+35,901	New	+$1.91M	0.45%	35
2024 Q3	–	Sell	-32,572	Closed	-$1.65M	–	180
2024 Q2	$1.48M	Buy	+32,572	New	+$1.45M	0.45%	34
2024 Q1	–	Sell	-31,740	Closed	-$1.32M	–	166
2023 Q4	$1.28M	Sell	31,740 -421	-1%	-$17.4K	0.44%	30
2023 Q3	$1.35M	Sell	32,161 -1,295	-4%	-$57.2K	0.52%	30
2023 Q2	$1.52M	Buy	33,456 +2,262	+7%	+$102K	0.56%	26
2023 Q1	$1.39M	Sell	31,194 -1,004	-3%	-$46.2K	0.55%	27
2022 Q4	$1.47M	Buy	+32,198	New	+$1.46M	0.61%	26

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Hill Wealth Advisors's MO Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Altria Group (MO) stake by 1.9% in Q3 2025, selling an estimated $54.3K and leaving 43,609 shares worth $2.88M. The position accounts for 0.54% of the portfolio, ranked #33.

Oak Hill Wealth Advisors first reported a position in MO in Q4 2022 and has held it in 10 quarters since. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

Oak Hill Wealth Advisors held 43,609 shares of Altria Group worth $2.88M as of Q3 2025.
Oak Hill Wealth Advisors sold 857 Altria Group shares in Q3 2025, an estimated $54.3K.
Altria Group made up 0.54% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #33 holding.
Oak Hill Wealth Advisors first reported a position in Altria Group in Q4 2022 and has held it in 10 quarters since.
2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.