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Spectrum Wealth Counsel’s Altria Group MO Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$2.4K Hold
40
– – ﹤0.01% 277
2024
Q4 		$2.09K Hold
40
– – ﹤0.01% 287
2024
Q3 		$2.04K Sell
40
-1,558
-97% -$78.7K ﹤0.01% 319
2024
Q2 		$72.8K Hold
1,598
– – 0.01% 178
2024
Q1 		$69.7K Sell
1,598
-421
-21% -$17.5K 0.01% 186
2023
Q4 		$81.4K Buy
+2,019
New +$83.5K 0.01% 171

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Wealth Counsel's MO Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Altria Group (MO) position steady in Q1 2025 at 40 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Spectrum Wealth Counsel first reported a position in MO in Q4 2023 and has held it in 6 quarters since. The position peaked at $81.4K in Q4 2023. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Spectrum Wealth Counsel held 40 shares of Altria Group worth $2.4K as of Q1 2025.
  • Spectrum Wealth Counsel left its Altria Group share count unchanged in Q1 2025.
  • Altria Group made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #277 holding.
  • Spectrum Wealth Counsel first reported a position in Altria Group in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Altria Group position peaked at $81.4K in Q4 2023.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.