SC&H Financial Advisors’s Altria Group MO Stock Holding History

SC&H Financial Advisors’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	-4,251	Closed	-$281K	–	161
2025 Q3	$281K	Hold	4,251	–	–	0.05%	124
2025 Q2	$249K	Hold	4,251	–	–	0.04%	132
2025 Q1	$255K	Hold	4,251	–	–	0.05%	126
2024 Q4	$222K	Hold	4,251	–	–	0.05%	142
2024 Q3	$217K	Buy	+4,251	New	+$215K	0.05%	145
2023 Q4	–	Sell	-5,951	Closed	-$250K	–	145
2023 Q3	$250K	Hold	5,951	–	–	0.08%	117
2023 Q2	$270K	Sell	5,951 -28	-0.5%	-$1.27K	0.09%	117
2023 Q1	$267K	Sell	5,979 -1,076	-15%	-$49.5K	0.1%	116
2022 Q4	$323K	Sell	7,055 -347	-5%	-$15.7K	0.13%	103
2022 Q3	$299K	Sell	7,402 -1,496	-17%	-$65.3K	0.15%	101
2022 Q2	$372K	Sell	8,898 -457	-5%	-$23.7K	0.17%	98
2022 Q1	$489K	Sell	9,355 -692	-7%	-$35.2K	0.23%	91
2021 Q4	$476K	Buy	+10,047	New	+$460K	0.26%	88

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SC&H Financial Advisors's MO Position: Q4 2025 in Review

SC&H Financial Advisors sold out of Altria Group (MO) in Q4 2025, closing a stake of 4,251 shares — an estimated $281K sold.

SC&H Financial Advisors first reported a position in MO in Q4 2021 and held it in 13 quarters. The position peaked at $489K in Q1 2022. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

SC&H Financial Advisors reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
SC&H Financial Advisors sold 4,251 Altria Group shares in Q4 2025, an estimated $281K.
SC&H Financial Advisors first reported a position in Altria Group in Q4 2021 and held it in 13 quarters.
SC&H Financial Advisors's Altria Group position peaked at $489K in Q1 2022.
2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on SC&H Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.