Perkins Coie Trust Company’s Altria Group MO Stock Holding History

Perkins Coie Trust Company’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	–	Sell	-1,460	Closed	-$85.6K	–	317
2025 Q2	$85.6K	Sell	1,460 -11	-0.7%	-$646	0.01%	159
2025 Q1	$88.3K	Buy	1,471 +11	+0.8%	+$601	0.02%	154
2024 Q4	$76.3K	Hold	1,460	–	–	0.02%	157
2024 Q3	$74.5K	Hold	1,460	–	–	0.02%	170
2024 Q2	$66.5K	Hold	1,460	–	–	0.02%	175
2024 Q1	$63.7K	Hold	1,460	–	–	0.01%	148
2023 Q4	$58.9K	Sell	1,460 -55	-4%	-$2.27K	0.01%	150
2023 Q3	$63.7K	Buy	1,515 +1,207	+392%	+$53.3K	0.02%	147
2023 Q2	$13.9K	Hold	308	–	–	﹤0.01%	170
2023 Q1	$13.7K	Hold	308	–	–	﹤0.01%	182
2022 Q4	$14.1K	Hold	308	–	–	﹤0.01%	173
2022 Q3	$12K	Hold	308	–	–	﹤0.01%	184
2022 Q2	$13K	Hold	308	–	–	﹤0.01%	180
2022 Q1	$16K	Hold	308	–	–	0.01%	190
2021 Q4	$15K	Hold	308	–	–	﹤0.01%	181
2021 Q3	$14K	Hold	308	–	–	﹤0.01%	196
2021 Q2	$15K	Hold	308	–	–	﹤0.01%	211
2021 Q1	$16K	Hold	308	–	–	0.01%	193
2020 Q4	$13K	Hold	308	–	–	﹤0.01%	203
2020 Q3	$12K	Sell	308 -600	-66%	-$25K	﹤0.01%	197
2020 Q2	$36K	Sell	908 -71	-7%	-$2.77K	0.01%	163
2020 Q1	$38K	Buy	979 +12	+1%	+$533	0.02%	170
2019 Q4	$48K	Hold	967	–	–	0.02%	176
2019 Q3	$40K	Hold	967	–	–	0.02%	183
2019 Q2	$46K	Buy	967 +659	+214%	+$34.5K	0.02%	170
2019 Q1	$18K	Hold	308	–	–	0.01%	225
2018 Q4	$15K	Hold	308	–	–	0.01%	230
2018 Q3	$19K	Hold	308	–	–	0.01%	228
2018 Q2	$17K	Hold	308	–	–	0.01%	238
2018 Q1	$19K	Hold	308	–	–	0.01%	232
2017 Q4	$22K	Hold	308	–	–	0.01%	225
2017 Q3	$20K	Sell	308 -102	-25%	-$6.8K	0.01%	228
2017 Q2	$31K	Hold	410	–	–	0.02%	205
2017 Q1	$29K	Hold	410	–	–	0.02%	198
2016 Q4	$28K	Hold	410	–	–	0.02%	199
2016 Q3	$26K	Hold	410	–	–	0.02%	173
2016 Q2	$28K	Hold	410	–	–	0.02%	170
2016 Q1	$26K	Hold	410	–	–	0.02%	172
2015 Q4	$24K	Hold	410	–	–	0.02%	166
2015 Q3	$22K	Hold	410	–	–	0.02%	171
2015 Q2	$20K	Hold	410	–	–	0.02%	183
2015 Q1	$21K	Hold	410	–	–	0.02%	180
2014 Q4	$20K	Hold	410	–	–	0.02%	167
2014 Q3	$19K	Hold	410	–	–	0.02%	172
2014 Q2	$17K	Hold	410	–	–	0.02%	161
2014 Q1	$15K	Hold	410	–	–	0.01%	165
2013 Q4	$16K	Buy	+410	New	+$15.1K	0.02%	156

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

Perkins Coie Trust Company's MO Position: Q3 2025 in Review

Perkins Coie Trust Company sold out of Altria Group (MO) in Q3 2025, closing a stake of 1,460 shares — an estimated $85.6K sold.

Perkins Coie Trust Company first reported a position in MO in Q4 2013 and held it in 47 quarters. The position peaked at $88.3K in Q1 2025. 2,351 funds tracked by Wall St. Rank hold MO as of Q3 2025.

Perkins Coie Trust Company reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
Perkins Coie Trust Company sold 1,460 Altria Group shares in Q3 2025, an estimated $85.6K.
Perkins Coie Trust Company first reported a position in Altria Group in Q4 2013 and held it in 47 quarters.
Perkins Coie Trust Company's Altria Group position peaked at $88.3K in Q1 2025.
2,351 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Perkins Coie Trust Company's 13F filing for Q3 2025, filed 9 Oct 2025.