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Prossimo Advisors’s Altria Group MO Stock Holding History

Prossimo Advisors’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
-8,056
Closed -$472K – 85
2025
Q2 		$472K Sell
8,056
-352
-4% -$20.7K 0.38% 74
2025
Q1 		$505K Hold
8,408
– – 0.38% 85
2024
Q4 		$440K Sell
8,408
-313
-4% -$16.7K 0.32% 94
2024
Q3 		$445K Buy
8,721
+433
+5% +$21.9K 0.33% 92
2024
Q2 		$378K Buy
8,288
+1,560
+23% +$69.2K 0.34% 89
2024
Q1 		$293K Sell
6,728
-950
-12% -$39.4K 0.57% 48
2023
Q4 		$310K Sell
7,678
-320
-4% -$13.2K 0.66% 45
2023
Q3 		$336K Sell
7,998
-60
-0.7% -$2.65K 0.79% 43
2023
Q2 		$365K Buy
8,058
+90
+1% +$4.08K 0.35% 91
2023
Q1 		$356K Buy
7,968
+110
+1% +$5.06K 0.87% 41
2022
Q4 		$359K Buy
+7,858
New +$356K 0.83% 42

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

Prossimo Advisors's MO Position: Q3 2025 in Review

Prossimo Advisors sold out of Altria Group (MO) in Q3 2025, closing a stake of 8,056 shares — an estimated $472K sold.

Prossimo Advisors first reported a position in MO in Q4 2022 and held it in 11 quarters. The position peaked at $505K in Q1 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Prossimo Advisors reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 8,056 Altria Group shares in Q3 2025, an estimated $472K.
  • Prossimo Advisors first reported a position in Altria Group in Q4 2022 and held it in 11 quarters.
  • Prossimo Advisors's Altria Group position peaked at $505K in Q1 2025.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.