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Richards, Merrill & Peterson’s Altria Group MO Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-1,177
Closed -$70.6K – 367
2025
Q1 		$70.6K Buy
1,177
+69
+6% +$3.77K 0.04% 218
2024
Q4 		$57.9K Buy
+1,108
New +$59K 0.03% 232

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Richards, Merrill & Peterson's MO Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Altria Group (MO) in Q2 2025, closing a stake of 1,177 shares — an estimated $70.6K sold.

Richards, Merrill & Peterson first reported a position in MO in Q4 2024 and held it in 2 quarters. The position peaked at $70.6K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,177 Altria Group shares in Q2 2025, an estimated $70.6K.
  • Richards, Merrill & Peterson first reported a position in Altria Group in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Altria Group position peaked at $70.6K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.