Richard C. Young & Co’s Altria Group MO Stock Holding History

Richard C. Young & Co’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	$19.7M	Buy	299,196 +3,847	+1%	+$248K	1.64%	28
2025 Q4	$17M	Buy	295,349 +9,633	+3%	+$582K	1.53%	29
2025 Q3	$18.9M	Buy	285,716 +779	+0.3%	+$49.4K	1.75%	25
2025 Q2	$16.7M	Buy	284,937 +4,822	+2%	+$283K	1.65%	27
2025 Q1	$16.8M	Buy	280,115 +9,621	+4%	+$525K	1.81%	23
2024 Q4	$14.1M	Buy	270,494 +6,462	+2%	+$344K	1.54%	33
2024 Q3	$13.5M	Buy	+264,032	New	+$13.3M	1.47%	32
2015 Q1	–	Sell	-184,981	Closed	-$9.11M	–	71
2014 Q4	$9.11M	Sell	184,981 -3,426	-2%	-$167K	1.93%	18
2014 Q3	$8.65M	Sell	188,407 -7,840	-4%	-$336K	1.85%	25
2014 Q2	$8.23M	Sell	196,247 -4,172	-2%	-$168K	1.67%	31
2014 Q1	$7.5M	Sell	200,419 -7,102	-3%	-$258K	1.59%	32
2013 Q4	$7.97M	Buy	207,521 +792	+0.4%	+$29.2K	1.73%	27
2013 Q3	$7.1M	Buy	206,729 +5,741	+3%	+$202K	1.61%	32
2013 Q2	$7.03M	Buy	+200,988	New	+$7.22M	1.75%	28

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