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Phil A. Younker & Associates’s Altria Group MO Stock Holding History

Phil A. Younker & Associates’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
-16,432
Closed -$963K – 34
2025
Q2 		$963K Buy
16,432
+255
+2% +$15K 0.95% 15
2025
Q1 		$971K Sell
16,177
-5,105
-24% -$279K 0.96% 14
2024
Q4 		$1.11M Buy
+21,282
New +$1.13M 1.11% 11

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Phil A. Younker & Associates's MO Position: Q3 2025 in Review

Phil A. Younker & Associates sold out of Altria Group (MO) in Q3 2025, closing a stake of 16,432 shares — an estimated $963K sold.

Phil A. Younker & Associates first reported a position in MO in Q4 2024 and held it in 3 quarters. The position peaked at $1.11M in Q4 2024. 2,354 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Phil A. Younker & Associates reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Phil A. Younker & Associates sold 16,432 Altria Group shares in Q3 2025, an estimated $963K.
  • Phil A. Younker & Associates first reported a position in Altria Group in Q4 2024 and held it in 3 quarters.
  • Phil A. Younker & Associates's Altria Group position peaked at $1.11M in Q4 2024.
  • 2,354 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Phil A. Younker & Associates's 13F filing for Q3 2025, filed 24 Oct 2025.