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Perritt Capital Management’s Altria Group MO Stock Holding History

Perritt Capital 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
Q4 		– Sell
-8,912
Closed -$589K – 215
2025
Q3 		$589K Sell
8,912
-316
-3% -$20K 0.28% 73
2025
Q2 		$541K Sell
9,228
-562
-6% -$33K 0.28% 74
2025
Q1 		$588K Sell
9,790
-1,024
-9% -$55.9K 0.32% 63
2024
Q4 		$565K Buy
10,814
+30
+0.3% +$1.6K 0.29% 80
2024
Q3 		$550K Buy
10,784
+147
+1% +$7.43K 0.28% 85
2024
Q2 		$485K Buy
10,637
+1,962
+23% +$87K 0.26% 92
2024
Q1 		$378K Buy
8,675
+288
+3% +$11.9K 0.2% 114
2023
Q4 		$338K Sell
8,387
-5,350
-39% -$221K 0.19% 117
2023
Q3 		$578K Buy
13,737
+165
+1% +$7.29K 0.33% 77
2023
Q2 		$615K Buy
13,572
+3,260
+32% +$148K 0.34% 76
2023
Q1 		$460K Buy
10,312
+150
+1% +$6.9K 0.26% 96
2022
Q4 		$465K Buy
10,162
+1,149
+13% +$52K 0.26% 96
2022
Q3 		$364K Sell
9,013
-1,023
-10% -$44.6K 0.23% 104
2022
Q2 		$419K Buy
10,036
+200
+2% +$10.4K 0.25% 103
2022
Q1 		$514K Buy
9,836
+1,130
+13% +$57.6K 0.28% 95
2021
Q4 		$413K Buy
8,706
+295
+4% +$13.5K 0.21% 116
2021
Q3 		$383K Buy
8,411
+150
+2% +$7.24K 0.21% 127
2021
Q2 		$394K Buy
+8,261
New +$406K 0.21% 131

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perritt Capital Management's MO Position: Q4 2025 in Review

Perritt Capital Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 8,912 shares — an estimated $589K sold.

Perritt Capital Management first reported a position in MO in Q2 2021 and held it in 18 quarters. The position peaked at $615K in Q2 2023. 2,386 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Perritt Capital Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Perritt Capital Management sold 8,912 Altria Group shares in Q4 2025, an estimated $589K.
  • Perritt Capital Management first reported a position in Altria Group in Q2 2021 and held it in 18 quarters.
  • Perritt Capital Management's Altria Group position peaked at $615K in Q2 2023.
  • 2,386 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.