Schwerin Boyle Capital Management’s Altria Group MO Stock Holding History

Schwerin Boyle Capital 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 Q3	–	Sell	-118,715	Closed	-$6.96M	–	51
2025 Q2	$6.96M	Sell	118,715 -6,000	-5%	-$352K	0.78%	37
2025 Q1	$7.49M	Hold	124,715	–	–	0.77%	36
2024 Q4	$6.52M	Hold	124,715	–	–	0.67%	38
2024 Q3	$6.37M	Sell	124,715 -925	-0.7%	-$46.8K	0.67%	36
2024 Q2	$5.72M	Hold	125,640	–	–	0.6%	37
2024 Q1	$5.48M	Hold	125,640	–	–	0.55%	39
2023 Q4	$5.07M	Sell	125,640 -107,285	-46%	-$4.44M	0.57%	38
2023 Q3	$9.79M	Hold	232,925	–	–	1.15%	28
2023 Q2	$10.6M	Hold	232,925	–	–	1%	30
2023 Q1	$10.4M	Hold	232,925	–	–	1.07%	27
2022 Q4	$10.6M	Hold	232,925	–	–	1.07%	26
2022 Q3	$9.41M	Hold	232,925	–	–	1.02%	29
2022 Q2	$9.73M	Hold	232,925	–	–	0.99%	28
2022 Q1	$12.2M	Hold	232,925	–	–	1.01%	27
2021 Q4	$11M	Sell	232,925 -200	-0.1%	-$9.16K	0.9%	29
2021 Q3	$10.6M	Buy	233,125 +1,350	+0.6%	+$65.2K	0.89%	30
2021 Q2	$11.1M	Buy	231,775 +625	+0.3%	+$30.7K	0.91%	30
2021 Q1	$11.8M	Buy	231,150 +1,000	+0.4%	+$44.8K	1.05%	28
2020 Q4	$9.44M	Buy	230,150 +4,150	+2%	+$167K	0.88%	33
2020 Q3	$8.73M	Buy	+226,000	New	+$9.41M	1%	27

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Schwerin Boyle Capital Management's MO Position: Q3 2025 in Review

Schwerin Boyle Capital Management sold out of Altria Group (MO) in Q3 2025, closing a stake of 118,715 shares — an estimated $6.96M sold.

Schwerin Boyle Capital Management first reported a position in MO in Q3 2020 and held it in 20 quarters. The position peaked at $12.2M in Q1 2022. 2,351 funds tracked by Wall St. Rank hold MO as of Q3 2025.

Schwerin Boyle Capital Management reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
Schwerin Boyle Capital Management sold 118,715 Altria Group shares in Q3 2025, an estimated $6.96M.
Schwerin Boyle Capital Management first reported a position in Altria Group in Q3 2020 and held it in 20 quarters.
Schwerin Boyle Capital Management's Altria Group position peaked at $12.2M in Q1 2022.
2,351 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Schwerin Boyle Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.