Ridgewood Investments’s Altria Group MO Stock Holding History

Ridgewood Investments’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	-260	Closed	-$15.2K	–	493
2025 Q2	$15.2K	Sell	260 -1,000	-79%	-$58.7K	0.01%	473
2025 Q1	$26.7K	Buy	1,260 +997	+379%	+$54.4K	0.01%	394
2024 Q4	$13.8K	Hold	263	–	–	0.01%	453
2024 Q3	$13.4K	Hold	263	–	–	0.01%	463
2024 Q2	$12K	Hold	263	–	–	0.01%	488
2024 Q1	$11.5K	Hold	263	–	–	0.01%	197
2023 Q4	$10.6K	Hold	263	–	–	0.01%	187
2023 Q3	$11.1K	Hold	263	–	–	0.01%	170
2023 Q2	$11.9K	Hold	263	–	–	0.01%	495
2023 Q1	$11.7K	Buy	+263	New	+$12.1K	0.01%	501
2018 Q2	–	Sell	-3,815	Closed	-$238K	–	158
2018 Q1	$238K	Buy	3,815 +57	+2%	+$3.77K	0.22%	127
2017 Q4	$268K	Buy	+3,758	New	+$252K	0.24%	122

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ridgewood Investments's MO Position: Q3 2025 in Review

Ridgewood Investments sold out of Altria Group (MO) in Q3 2025, closing a stake of 260 shares — an estimated $15.2K sold.

Ridgewood Investments first reported a position in MO in Q4 2017 and held it in 12 quarters. The position peaked at $268K in Q4 2017. 2,351 funds tracked by Wall St. Rank hold MO as of Q3 2025.

Ridgewood Investments reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 260 Altria Group shares in Q3 2025, an estimated $15.2K.
Ridgewood Investments first reported a position in Altria Group in Q4 2017 and held it in 12 quarters.
Ridgewood Investments's Altria Group position peaked at $268K in Q4 2017.
2,351 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.