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SPC Financial Inc’s Altria Group MO Stock Holding History

SPC Financial Inc’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 		$824K Buy
12,474
+52
+0.4% +$3.29K 0.06% 130
2025
Q2 		$728K Buy
12,422
+7
+0.1% +$411 0.06% 139
2025
Q1 		$745K Hold
12,415
– – 0.07% 138
2024
Q4 		$649K Sell
12,415
-89
-0.7% -$4.74K 0.06% 142
2024
Q3 		$638K Buy
12,504
+438
+4% +$22.1K 0.06% 145
2024
Q2 		$550K Sell
12,066
-88
-0.7% -$3.9K 0.05% 145
2024
Q1 		$530K Sell
12,154
-108
-0.9% -$4.48K 0.05% 149
2023
Q4 		$495K Buy
12,262
+259
+2% +$10.7K 0.05% 148
2023
Q3 		$505K Sell
12,003
-90
-0.7% -$3.98K 0.06% 139
2023
Q2 		$548K Sell
12,093
-182
-1% -$8.24K 0.06% 129
2023
Q1 		$548K Buy
12,275
+748
+6% +$34.4K 0.06% 125
2022
Q4 		$527K Buy
11,527
+461
+4% +$20.9K 0.06% 127
2022
Q3 		$447K Hold
11,066
– – 0.06% 130
2022
Q2 		$462K Hold
11,066
– – 0.06% 132
2022
Q1 		$578K Buy
11,066
+500
+5% +$25.5K 0.07% 117
2021
Q4 		$501K Hold
10,566
– – 0.06% 122
2021
Q3 		$481K Hold
10,566
– – 0.06% 115
2021
Q2 		$504K Hold
10,566
– – 0.06% 111
2021
Q1 		$541K Buy
10,566
+2,200
+26% +$98.6K 0.07% 98
2020
Q4 		$343K Hold
8,366
– – 0.05% 124
2020
Q3 		$323K Sell
8,366
-900
-10% -$37.5K 0.06% 114
2020
Q2 		$364K Hold
9,266
– – 0.08% 100
2020
Q1 		$358K Buy
9,266
+75
+0.8% +$3.33K 0.09% 99
2019
Q4 		$459K Sell
9,191
-100
-1% -$4.72K 0.08% 95
2019
Q3 		$380K Buy
9,291
+896
+11% +$41.2K 0.08% 95
2019
Q2 		$398K Hold
8,395
– – 0.08% 101
2019
Q1 		$482K Hold
8,395
– – 0.1% 91
2018
Q4 		$415K Sell
8,395
-2,100
-20% -$122K 0.11% 87
2018
Q3 		$633K Hold
10,495
– – 0.13% 81
2018
Q2 		$596K Hold
10,495
– – 0.13% 81
2018
Q1 		$654K Hold
10,495
– – 0.15% 73
2017
Q4 		$749K Sell
10,495
-500
-5% -$33.5K 0.17% 68
2017
Q3 		$697K Buy
10,995
+245
+2% +$16.3K 0.17% 68
2017
Q2 		$801K Sell
10,750
-400
-4% -$29.3K 0.21% 58
2017
Q1 		$796K Buy
11,150
+200
+2% +$14.5K 0.22% 55
2016
Q4 		$740K Sell
10,950
-152
-1% -$9.79K 0.23% 55
2016
Q3 		$702K Sell
11,102
-253
-2% -$16.8K 0.23% 62
2016
Q2 		$783K Hold
11,355
– – 0.28% 61
2016
Q1 		$712K Buy
11,355
+252
+2% +$15.2K 0.27% 59
2015
Q4 		$646K Sell
11,103
-100
-0.9% -$5.8K 0.25% 65
2015
Q3 		$609K Sell
11,203
-1,095
-9% -$58.7K 0.26% 64
2015
Q2 		$601K Sell
12,298
-1,271
-9% -$64.4K 0.17% 73
2015
Q1 		$679K Sell
13,569
-308
-2% -$16.4K 0.19% 71
2014
Q4 		$684K Sell
13,877
-200
-1% -$9.74K 0.2% 68
2014
Q3 		$647K Buy
14,077
+745
+6% +$31.9K 0.19% 72
2014
Q2 		$559K Sell
13,332
-61
-0.5% -$2.45K 0.16% 76
2014
Q1 		$501K Buy
13,393
+1,900
+17% +$69K 0.15% 73
2013
Q4 		$441K Sell
11,493
-200
-2% -$7.38K 0.14% 79
2013
Q3 		$402K Buy
11,693
+900
+8% +$31.7K 0.14% 74
2013
Q2 		$378K Buy
+10,793
New +$388K 0.15% 75

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

SPC Financial Inc's MO Position: Q3 2025 in Review

SPC Financial Inc increased its Altria Group (MO) stake by 0.42% in Q3 2025, buying an estimated $3.29K and bringing the position to 12,474 shares worth $824K. The position accounts for 0.06% of the portfolio, ranked #130.

SPC Financial Inc first reported a position in MO in Q2 2013 and has held it in 50 quarters since. 2,351 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • SPC Financial Inc held 12,474 shares of Altria Group worth $824K as of Q3 2025.
  • SPC Financial Inc bought 52 Altria Group shares in Q3 2025, an estimated $3.29K.
  • Altria Group made up 0.06% of SPC Financial Inc's portfolio in Q3 2025, its #130 holding.
  • SPC Financial Inc first reported a position in Altria Group in Q2 2013 and has held it in 50 quarters since.
  • 2,351 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.