Sierra Ocean’s Altria Group MO Stock Holding History

Sierra Ocean’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	-452	Closed	-$26.5K	–	595
2025 Q2	$26.5K	Sell	452 -57	-11%	-$3.35K	0.02%	284
2025 Q1	$30.6K	Buy	509 +353	+226%	+$19.3K	0.02%	235
2024 Q4	$8.18K	Buy	+156	New	+$8.31K	0.01%	466

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

Sierra Ocean's MO Position: Q3 2025 in Review

Sierra Ocean sold out of Altria Group (MO) in Q3 2025, closing a stake of 452 shares — an estimated $26.5K sold.

Sierra Ocean first reported a position in MO in Q4 2024 and held it in 3 quarters. The position peaked at $30.6K in Q1 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

Sierra Ocean reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 452 Altria Group shares in Q3 2025, an estimated $26.5K.
Sierra Ocean first reported a position in Altria Group in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Altria Group position peaked at $30.6K in Q1 2025.
2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.