RMG Wealth Management’s Altria Group MO Stock Holding History

RMG Wealth Management’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 Q4	–	Sell	-343	Closed	-$22.1K	–	465
2025 Q3	$22.1K	Hold	343	–	–	﹤0.01%	188
2025 Q2	$19.9K	Buy	+343	New	+$20.1K	﹤0.01%	190

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

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

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

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

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

RMG Wealth Management's MO Position: Q4 2025 in Review

RMG Wealth Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 343 shares — an estimated $22.1K sold.

RMG Wealth Management first reported a position in MO in Q2 2025 and held it in 2 quarters. The position peaked at $22.1K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

RMG Wealth Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
RMG Wealth Management sold 343 Altria Group shares in Q4 2025, an estimated $22.1K.
RMG Wealth Management first reported a position in Altria Group in Q2 2025 and held it in 2 quarters.
RMG Wealth Management's Altria Group position peaked at $22.1K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on RMG Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.