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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
-1,000
Closed -$9.55K – 492
2025
Q2 		$9.55K Buy
+1,000
New +$58.7K ﹤0.01% 523
2025
Q1 		– Sell
-2,000
Closed -$9.7K – 716
2024
Q4 		$9.7K Sell
2,000
-2,500
-56% -$133K ﹤0.01% 495
2024
Q3 		$14.9K Sell
4,500
-9,000
-67% -$455K 0.01% 451
2024
Q2 		$17.9K Hold
13,500
– – 0.01% 449
2024
Q1 		$13.6K Hold
13,500
– – 0.01% 196
2023
Q4 		$5.66K Hold
13,500
– – ﹤0.01% 191
2023
Q3 		$12.2K Buy
13,500
+8,500
+170% +$376K 0.01% 168
2023
Q2 		$7.23K Hold
5,000
– – ﹤0.01% 550
2023
Q1 		$8.78K Buy
+5,000
New +$230K 0.01% 531

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

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. 2,352 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.
  • 2,352 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.