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Sonora Investment Management Group’s Altria Group MO Stock Holding History

Sonora Investment Management Group’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 		$1.39M Buy
21,103
+798
+4% +$50.6K 0.1% 113
2025
Q2 		$1.19M Buy
20,305
+938
+5% +$55.1K 0.09% 122
2025
Q1 		$1.16M Buy
19,367
+1,155
+6% +$63.1K 0.09% 119
2024
Q4 		$952K Sell
18,212
-1,143
-6% -$60.9K 0.07% 135
2024
Q3 		$988K Sell
19,355
-7,600
-28% -$384K 0.07% 135
2024
Q2 		$1.18M Hold
26,955
– – 0.09% 131
2024
Q1 		$1.18M Sell
26,955
-2,149
-7% -$89.1K 0.09% 131
2023
Q4 		$1.17M Buy
29,104
+3,253
+13% +$135K 0.1% 127
2023
Q3 		$1.09M Buy
25,851
+1,463
+6% +$64.6K 0.09% 134
2023
Q2 		$1.1M Sell
24,388
-1,845
-7% -$83.6K 0.09% 131
2023
Q1 		$1.17M Buy
26,233
+959
+4% +$44.1K 0.1% 126
2022
Q4 		$1.16M Buy
25,274
+11,226
+80% +$509K 0.11% 126
2022
Q3 		$587K Hold
14,048
– – 0.08% 120
2022
Q2 		$587K Buy
14,048
+891
+7% +$46.1K 0.06% 151
2022
Q1 		$687K Sell
13,157
-125
-0.9% -$6.37K 0.08% 121
2021
Q4 		$629K Buy
+13,282
New +$609K 0.07% 122

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management Group's MO Position: Q3 2025 in Review

Sonora Investment Management Group increased its Altria Group (MO) stake by 3.9% in Q3 2025, buying an estimated $50.6K and bringing the position to 21,103 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #113.

Sonora Investment Management Group first reported a position in MO in Q4 2021 and has held it in 16 quarters since. 2,352 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Sonora Investment Management Group held 21,103 shares of Altria Group worth $1.39M as of Q3 2025.
  • Sonora Investment Management Group bought 798 Altria Group shares in Q3 2025, an estimated $50.6K.
  • Altria Group made up 0.1% of Sonora Investment Management Group's portfolio in Q3 2025, its #113 holding.
  • Sonora Investment Management Group first reported a position in Altria Group in Q4 2021 and has held it in 16 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.