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SS&H Financial Advisors’s Altria Group MO Stock Holding History

SS&H 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
Q4 		$205K Hold
3,550
– – 0.06% 124
2025
Q3 		$235K Hold
3,550
– – 0.07% 124
2025
Q2 		$208K Hold
3,550
– – 0.07% 120
2025
Q1 		$213K Buy
+3,550
New +$194K 0.08% 120
2022
Q4 		– Sell
-6,500
Closed -$262K – 114
2022
Q3 		$262K Hold
6,500
– – 0.14% 110
2022
Q2 		$272K Sell
6,500
-35
-0.5% -$1.81K 0.13% 111
2022
Q1 		$341K Buy
+6,535
New +$333K 0.13% 113

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SS&H Financial Advisors's MO Position: Q4 2025 in Review

SS&H Financial Advisors held its Altria Group (MO) position steady in Q4 2025 at 3,550 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #124.

SS&H Financial Advisors first reported a position in MO in Q1 2022 and has held it in 7 quarters since. The position peaked at $341K in Q1 2022. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • SS&H Financial Advisors held 3,550 shares of Altria Group worth $205K as of Q4 2025.
  • SS&H Financial Advisors left its Altria Group share count unchanged in Q4 2025.
  • Altria Group made up 0.06% of SS&H Financial Advisors's portfolio in Q4 2025, its #124 holding.
  • SS&H Financial Advisors first reported a position in Altria Group in Q1 2022 and has held it in 7 quarters since.
  • SS&H Financial Advisors's Altria Group position peaked at $341K in Q1 2022.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.