OHWA
MO icon

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
2024
Q4 		– Sell
-32,619
Closed -$1.66M – 200
2024
Q3 		$1.66M Buy
+32,619
New +$1.65M 0.41% 36
2024
Q2 		– Sell
-32,293
Closed -$1.41M – 175
2024
Q1 		$1.41M Buy
+32,293
New +$1.34M 0.45% 29

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

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.