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Principia Wealth Advisory’s Altria Group MO Stock Holding History

Principia Wealth Advisory’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 		$4.5K Sell
78
-2
-3% -$121 ﹤0.01% 291
2025
Q3 		$5.29K Buy
80
+11
+16% +$697 ﹤0.01% 267
2025
Q2 		$4.04K Buy
69
+24
+53% +$1.41K ﹤0.01% 262
2025
Q1 		$2.54K Buy
45
+2
+5% +$109 ﹤0.01% 256
2024
Q4 		$2.25K Buy
+43
New +$2.29K ﹤0.01% 231

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principia Wealth Advisory's MO Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Altria Group (MO) stake by 2.5% in Q4 2025, selling an estimated $121 and leaving 78 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Principia Wealth Advisory first reported a position in MO in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.29K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Principia Wealth Advisory held 78 shares of Altria Group worth $4.5K as of Q4 2025.
  • Principia Wealth Advisory sold 2 Altria Group shares in Q4 2025, an estimated $121.
  • Altria Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #291 holding.
  • Principia Wealth Advisory first reported a position in Altria Group in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Altria Group position peaked at $5.29K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.