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PBMares Wealth Management’s Altria Group MO Stock Holding History

PBMares 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 		$1.27M Buy
19,236
+3
+0% +$190 0.21% 59
2025
Q2 		$1.13M Buy
19,233
+110
+0.6% +$6.46K 0.21% 60
2025
Q1 		$1.15M Buy
19,123
+7,908
+71% +$432K 0.23% 58
2024
Q4 		$586K Sell
11,215
-133
-1% -$7.08K 0.12% 101
2024
Q3 		$579K Buy
11,348
+209
+2% +$10.6K 0.12% 100
2024
Q2 		$507K Sell
11,139
-1,051
-9% -$46.6K 0.12% 101
2024
Q1 		$532K Buy
12,190
+1,085
+10% +$45K 0.14% 101
2023
Q4 		$448K Sell
11,105
-1,519
-12% -$62.8K 0.13% 108
2023
Q3 		$531K Buy
12,624
+250
+2% +$11K 0.19% 92
2023
Q2 		$561K Sell
12,374
-656
-5% -$29.7K 0.2% 90
2023
Q1 		$581K Buy
13,030
+1,167
+10% +$53.6K 0.22% 81
2022
Q4 		$542K Buy
11,863
+490
+4% +$22.2K 0.22% 80
2022
Q3 		$459K Sell
11,373
-955
-8% -$41.7K 0.2% 91
2022
Q2 		$515K Sell
12,328
-639
-5% -$33.1K 0.22% 86
2022
Q1 		$678K Sell
12,967
-1,652
-11% -$84.1K 0.42% 64
2021
Q4 		$693K Sell
14,619
-796
-5% -$36.5K 0.29% 72
2021
Q3 		$702K Sell
15,415
-3,684
-19% -$178K 0.33% 68
2021
Q2 		$911K Sell
19,099
-5,380
-22% -$264K 0.5% 49
2021
Q1 		$1.25M Buy
24,479
+5,813
+31% +$260K 1.02% 25
2020
Q4 		$765K Buy
18,666
+8,352
+81% +$335K 0.88% 41
2020
Q3 		$399K Buy
10,314
+367
+4% +$15.3K 0.59% 60
2020
Q2 		$390K Hold
9,947
– – 0.59% 63
2020
Q1 		$385K Sell
9,947
-16
-0.2% -$710 0.61% 56
2019
Q4 		$497K Buy
+9,963
New +$470K 0.59% 56

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

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

PBMares Wealth Management increased its Altria Group (MO) stake by 0.02% in Q3 2025, buying an estimated $190 and bringing the position to 19,236 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #59.

PBMares Wealth Management first reported a position in MO in Q4 2019 and has held it in 24 quarters since. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • PBMares Wealth Management held 19,236 shares of Altria Group worth $1.27M as of Q3 2025.
  • PBMares Wealth Management bought 3 Altria Group shares in Q3 2025, an estimated $190.
  • Altria Group made up 0.21% of PBMares Wealth Management's portfolio in Q3 2025, its #59 holding.
  • PBMares Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 24 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.