Powers Advisory Group’s Altria Group MO Stock Holding History

Powers Advisory Group’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
2026 Q1	$626K	Sell	9,483 -295	-3%	-$19K	0.22%	67
2025 Q4	$564K	Buy	9,778 +501	+5%	+$30.3K	0.21%	69
2025 Q3	$613K	Buy	9,277 +108	+1%	+$6.84K	0.24%	63
2025 Q2	$538K	Buy	9,169 +86	+0.9%	+$5.05K	0.24%	67
2025 Q1	$545K	Buy	9,083 +97	+1%	+$5.3K	0.26%	62
2024 Q4	$470K	Buy	8,986 +98	+1%	+$5.22K	0.24%	65
2024 Q3	$454K	Sell	8,888 -102	-1%	-$5.16K	0.23%	64
2024 Q2	$409K	Sell	8,990 -943	-9%	-$41.8K	0.22%	66
2024 Q1	$433K	Sell	9,933 -1,335	-12%	-$55.4K	0.25%	62
2023 Q4	$455K	Buy	11,268 +51	+0.5%	+$2.11K	0.28%	59
2023 Q3	$472K	Sell	11,217 -136	-1%	-$6.01K	0.32%	56
2023 Q2	$514K	Buy	11,353 +9	+0.1%	+$408	0.34%	54
2023 Q1	$506K	Buy	11,344 +135	+1%	+$6.21K	0.35%	57
2022 Q4	$512K	Buy	11,209 +53	+0.5%	+$2.4K	0.38%	56
2022 Q3	$450K	Buy	11,156 +123	+1%	+$5.37K	0.36%	60
2022 Q2	$461K	Sell	11,033 -202	-2%	-$10.5K	0.35%	64
2022 Q1	$587K	Buy	11,235 +119	+1%	+$6.06K	0.41%	57
2021 Q4	$527K	Buy	+11,116	New	+$509K	0.37%	59

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return