OIA
MO icon

Optimum Investment Advisors’s Altria Group MO Stock Holding History

Optimum Investment 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 		$507K Hold
7,676
– – 0.2% 92
2025
Q2 		$450K Hold
7,676
– – 0.2% 101
2025
Q1 		$461K Hold
7,676
– – 0.22% 96
2024
Q4 		$401K Hold
7,676
– – 0.18% 115
2024
Q3 		$392K Hold
7,676
– – 0.17% 120
2024
Q2 		$350K Sell
7,676
-1,000
-12% -$44.4K 0.16% 129
2024
Q1 		$378K Buy
8,676
+333
+4% +$13.8K 0.17% 122
2023
Q4 		$337K Sell
8,343
-3,727
-31% -$154K 0.17% 126
2023
Q3 		$508K Sell
12,070
-1,608
-12% -$71K 0.26% 94
2023
Q2 		$620K Buy
13,678
+308
+2% +$13.9K 0.3% 79
2023
Q1 		$597K Sell
13,370
-485
-4% -$22.3K 0.31% 77
2022
Q4 		$633K Hold
13,855
– – 0.34% 71
2022
Q3 		$559K Buy
13,855
+292
+2% +$12.7K 0.3% 75
2022
Q2 		$567K Buy
13,563
+1,950
+17% +$101K 0.28% 80
2022
Q1 		$607K Sell
11,613
-250
-2% -$12.7K 0.26% 89
2021
Q4 		$562K Sell
11,863
-198
-2% -$9.07K 0.22% 101
2021
Q3 		$549K Buy
12,061
+298
+3% +$14.4K 0.23% 102
2021
Q2 		$561K Sell
11,763
-50
-0.4% -$2.46K 0.18% 128
2021
Q1 		$604K Buy
11,813
+1,060
+10% +$47.5K 0.18% 120
2020
Q4 		$441K Buy
10,753
+4,658
+76% +$187K 0.13% 144
2020
Q3 		$235K Sell
6,095
-23
-0.4% -$957 0.08% 215
2020
Q2 		$240K Buy
6,118
+200
+3% +$7.8K 0.08% 216
2020
Q1 		$229K Sell
5,918
-200
-3% -$8.88K 0.09% 202
2019
Q4 		$305K Sell
6,118
-2,512
-29% -$118K 0.09% 215
2019
Q3 		$353K Sell
8,630
-800
-8% -$36.8K 0.11% 187
2019
Q2 		$446K Hold
9,430
– – 0.14% 160
2019
Q1 		$542K Sell
9,430
-7
-0.1% -$358 0.18% 141
2018
Q4 		$466K Hold
9,437
– – 0.16% 150
2018
Q3 		$569K Sell
9,437
-600
-6% -$35.6K 0.16% 151
2018
Q2 		$570K Sell
10,037
-1,581
-14% -$91.2K 0.16% 147
2018
Q1 		$724K Buy
11,618
+1,152
+11% +$76.3K 0.21% 122
2017
Q4 		$747K Sell
10,466
-1,097
-9% -$73.5K 0.24% 123
2017
Q3 		$733K Sell
11,563
-5,273
-31% -$351K 0.25% 122
2017
Q2 		$1.25M Buy
16,836
+972
+6% +$71.1K 0.43% 65
2017
Q1 		$1.13M Buy
15,864
+321
+2% +$23.2K 0.4% 72
2016
Q4 		$1.05M Sell
15,543
-3,061
-16% -$197K 0.4% 74
2016
Q3 		$1.18M Buy
18,604
+1,357
+8% +$90.2K 0.44% 61
2016
Q2 		$1.19M Sell
17,247
-422
-2% -$27K 0.46% 59
2016
Q1 		$1.11M Buy
17,669
+4,585
+35% +$277K 0.44% 65
2015
Q4 		$762K Buy
13,084
+122
+0.9% +$7.07K 0.29% 104
2015
Q3 		$705K Buy
+12,962
New +$695K 0.28% 107
2015
Q1 		$647K Sell
12,941
-2,031
-14% -$108K 0.2% 133
2014
Q4 		$478K Buy
14,972
+53
+0.4% +$2.58K 0.15% 157
2014
Q3 		$758K Buy
14,919
+4,422
+42% +$189K 0.25% 111
2014
Q2 		$440K Buy
10,497
+4,422
+73% +$178K 0.14% 165
2014
Q1 		$227K Sell
6,075
-482
-7% -$17.5K 0.09% 208
2013
Q4 		$252K Buy
6,557
+282
+4% +$10.4K 0.09% 193
2013
Q3 		$216K Buy
+6,275
New +$221K 0.09% 195

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

Optimum Investment Advisors's MO Position: Q3 2025 in Review

Optimum Investment Advisors held its Altria Group (MO) position steady in Q3 2025 at 7,676 shares worth $507K. The position accounts for 0.2% of the portfolio, ranked #92.

Optimum Investment Advisors first reported a position in MO in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.25M in Q2 2017. 2,352 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Optimum Investment Advisors held 7,676 shares of Altria Group worth $507K as of Q3 2025.
  • Optimum Investment Advisors left its Altria Group share count unchanged in Q3 2025.
  • Altria Group made up 0.2% of Optimum Investment Advisors's portfolio in Q3 2025, its #92 holding.
  • Optimum Investment Advisors first reported a position in Altria Group in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Altria Group position peaked at $1.25M in Q2 2017.
  • 2,352 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.