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Secure Asset Management’s Altria Group MO Stock Holding History

Secure Asset 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
2026
Q1 		$683K Hold
10,346
– – 0.11% 151
2025
Q4 		$597K Sell
10,346
-995
-9% -$60.1K 0.09% 171
2025
Q3 		$752K Sell
11,341
-442
-4% -$28K 0.12% 145
2025
Q2 		$691K Buy
11,783
+1,767
+18% +$104K 0.13% 163
2025
Q1 		$601K Sell
10,016
-996
-9% -$54.4K 0.12% 158
2024
Q4 		$576K Buy
11,012
+1,292
+13% +$68.8K 0.09% 177
2024
Q3 		$496K Buy
9,720
+1,461
+18% +$73.8K 0.08% 179
2024
Q2 		$376K Buy
+8,259
New +$366K 0.07% 195
2020
Q1 		– Sell
-6,398
Closed -$319K – 138
2019
Q4 		$319K Buy
+6,398
New +$302K 0.22% 109

Other funds holding MO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return