Semmax Financial Advisors’s Altria Group MO Stock Holding History

Semmax 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 Q2	$1.43M	Buy	22,254 +273	+1%	+$16K	0.37%	77
2025 Q1	$1.31M	Buy	21,981 +427	+2%	+$23.3K	0.35%	83
2024 Q4	$1.16M	Buy	21,554 +518	+2%	+$27.6K	0.31%	90
2024 Q3	$1.15M	Buy	21,036 +612	+3%	+$30.9K	0.31%	85
2024 Q2	$1.04M	Buy	20,424 +383	+2%	+$17K	0.31%	85
2024 Q1	$903K	Sell	20,041 -1,277	-6%	-$52.9K	0.3%	79
2023 Q4	$858K	Sell	21,318 -1,687	-7%	-$69.8K	0.31%	72
2023 Q3	$920K	Buy	+23,005	New	+$1.02M	0.37%	64
2022 Q4	$1.26M	Buy	27,914 +567	+2%	+$25.7K	0.5%	53
2022 Q3	$1.25M	Buy	27,347 +2,116	+8%	+$92.3K	0.53%	51
2022 Q2	$1.13M	Buy	25,231 +3,220	+15%	+$167K	0.46%	62
2022 Q1	$1.15M	Buy	22,011 +844	+4%	+$43K	0.45%	67
2021 Q4	$1M	Sell	21,167 -1,803	-8%	-$82.6K	0.37%	76
2021 Q3	$1.05M	Sell	22,970 -1,669	-7%	-$80.6K	0.36%	78
2021 Q2	$1.18M	Buy	24,639 +1,366	+6%	+$67.1K	0.38%	76
2021 Q1	$1.19M	Buy	23,273 +1,006	+5%	+$45.1K	0.42%	74
2020 Q4	$913K	Buy	22,267 +234	+1%	+$9.39K	0.38%	76
2020 Q3	$851K	Buy	22,033 +965	+5%	+$40.2K	0.4%	71
2020 Q2	$827K	Buy	21,068 +2,369	+13%	+$92.4K	0.43%	69
2020 Q1	$723K	Buy	18,699 +1,411	+8%	+$62.6K	0.46%	64
2019 Q4	$863K	Buy	17,288 +291	+2%	+$13.7K	0.48%	60
2019 Q3	$695K	Buy	16,997 +2,284	+16%	+$105K	0.42%	61
2019 Q2	$697K	Buy	14,713 +4,508	+44%	+$236K	0.45%	61
2019 Q1	$586K	Sell	10,205 -8,858	-46%	-$453K	0.41%	70
2018 Q4	$942K	Buy	+19,063	New	+$1.1M	0.74%	34

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Semmax Financial Advisors's MO Position: Q2 2025 in Review

Semmax Financial Advisors increased its Altria Group (MO) stake by 1.2% in Q2 2025, buying an estimated $16K and bringing the position to 22,254 shares worth $1.43M. The position accounts for 0.37% of the portfolio, ranked #77.

Semmax Financial Advisors first reported a position in MO in Q4 2018 and has held it in 25 quarters since. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

Semmax Financial Advisors held 22,254 shares of Altria Group worth $1.43M as of Q2 2025.
Semmax Financial Advisors bought 273 Altria Group shares in Q2 2025, an estimated $16K.
Altria Group made up 0.37% of Semmax Financial Advisors's portfolio in Q2 2025, its #77 holding.
Semmax Financial Advisors first reported a position in Altria Group in Q4 2018 and has held it in 25 quarters since.
2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.