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Rockline Wealth Management’s Altria Group MO Stock Holding History

Rockline 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
-4,403
Closed -$291K – 109
2025
Q3 		$291K Hold
4,403
– – 0.06% 81
2025
Q2 		$258K Hold
4,403
– – 0.06% 86
2025
Q1 		$264K Hold
4,403
– – 0.07% 84
2024
Q4 		$230K Buy
4,403
+300
+7% +$16K 0.06% 92
2024
Q3 		$209K Buy
+4,103
New +$207K 0.06% 99

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Rockline Wealth Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 4,403 shares — an estimated $291K sold.

Rockline Wealth Management first reported a position in MO in Q3 2024 and held it in 5 quarters. The position peaked at $291K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Rockline Wealth Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Rockline Wealth Management sold 4,403 Altria Group shares in Q4 2025, an estimated $291K.
  • Rockline Wealth Management first reported a position in Altria Group in Q3 2024 and held it in 5 quarters.
  • Rockline Wealth Management's Altria Group position peaked at $291K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Rockline Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.