RMR Wealth Builders’s Altria Group MO Stock Holding History

RMR Wealth Builders’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	$2.85M	Buy	43,218 +38,219	+765%	+$2.46M	0.22%	70
2025 Q4	$288K	Buy	4,999 +602	+14%	+$36.3K	0.02%	234
2025 Q3	$290K	Buy	4,397 +641	+17%	+$40.6K	0.02%	231
2025 Q2	$220K	Buy	3,756 +38	+1%	+$2.23K	0.02%	267
2025 Q1	$223K	Buy	+3,718	New	+$203K	0.02%	239
2023 Q2	–	Sell	-4,484	Closed	-$200K	–	215
2023 Q1	$200K	Buy	+4,484	New	+$206K	0.04%	203
2022 Q2	–	Sell	-7,676	Closed	-$401K	–	208
2022 Q1	$401K	Buy	+7,676	New	+$391K	0.09%	135
2021 Q4	–	Sell	-6,136	Closed	-$285K	–	177
2021 Q3	$285K	Sell	6,136 -848	-12%	-$41K	0.08%	141
2021 Q2	$339K	Sell	6,984 -1,541	-18%	-$75.7K	0.11%	123
2021 Q1	$436K	Buy	8,525 +2,054	+32%	+$92K	0.11%	108
2020 Q4	$265K	Sell	6,471 -8,135	-56%	-$327K	0.13%	124
2020 Q3	$564K	Buy	14,606 +9,026	+162%	+$376K	0.15%	107
2020 Q2	$219K	Buy	+5,580	New	+$218K	0.2%	104
2019 Q4	$246K	Buy	+4,923	New	+$232K	0.24%	96

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