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Ruedi Wealth Management’s Altria Group MO Stock Holding History

Ruedi 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
Q2 		– Sell
-650
Closed -$39K – 224
2025
Q1 		$39K Hold
650
– – 0.01% 97
2024
Q4 		$34K Hold
650
– – 0.01% 101
2024
Q3 		$33.2K Sell
650
-22
-3% -$1.11K 0.01% 105
2024
Q2 		$30.6K Buy
672
+22
+3% +$976 0.01% 108
2024
Q1 		$28.4K Hold
650
– – 0.01% 109
2023
Q4 		$26.2K Hold
650
– – 0.01% 103
2023
Q3 		$27.3K Hold
650
– – 0.02% 100
2023
Q2 		$29.4K Hold
650
– – 0.02% 98
2023
Q1 		$29K Hold
650
– – 0.02% 110
2022
Q4 		$29.7K Buy
+650
New +$29.4K 0.02% 97

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ruedi Wealth Management's MO Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Altria Group (MO) in Q2 2025, closing a stake of 650 shares — an estimated $39K sold.

Ruedi Wealth Management first reported a position in MO in Q4 2022 and held it in 10 quarters. The position peaked at $39K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 650 Altria Group shares in Q2 2025, an estimated $39K.
  • Ruedi Wealth Management first reported a position in Altria Group in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Altria Group position peaked at $39K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.