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Stephens Consulting’s Altria Group MO Stock Holding History

Stephens Consulting’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 		$486K Buy
8,429
+17
+0.2% +$1.03K 0.16% 35
2025
Q3 		$556K Sell
8,412
-20
-0.2% -$1.27K 0.19% 34
2025
Q2 		$494K Buy
8,432
+54
+0.6% +$3.17K 0.12% 63
2025
Q1 		$503K Buy
8,378
+19
+0.2% +$1.04K 0.13% 55
2024
Q4 		$437K Buy
8,359
+19
+0.2% +$1.01K 0.11% 65
2024
Q3 		$426K Sell
8,340
-162
-2% -$8.19K 0.11% 65
2024
Q2 		$387K Buy
8,502
+136
+2% +$6.03K 0.11% 61
2024
Q1 		$365K Sell
8,366
-737
-8% -$30.6K 0.11% 62
2023
Q4 		$367K Sell
9,103
-141
-2% -$5.83K 0.12% 57
2023
Q3 		$389K Buy
9,244
+677
+8% +$29.9K 0.16% 49
2023
Q2 		$388K Sell
8,567
-133
-2% -$6.02K 0.15% 51
2023
Q1 		$388K Sell
8,700
-95
-1% -$4.37K 0.23% 49
2022
Q4 		$402K Buy
8,795
+17
+0.2% +$770 0.27% 48
2022
Q3 		$354K Buy
8,778
+16
+0.2% +$698 0.32% 45
2022
Q2 		$366K Buy
8,762
+13
+0.1% +$673 0.3% 40
2022
Q1 		$457K Buy
8,749
+13
+0.1% +$662 0.37% 38
2021
Q4 		$414K Buy
+8,736
New +$400K 0.34% 45

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stephens Consulting's MO Position: Q4 2025 in Review

Stephens Consulting increased its Altria Group (MO) stake by 0.2% in Q4 2025, buying an estimated $1.03K and bringing the position to 8,429 shares worth $486K. The position accounts for 0.16% of the portfolio, ranked #35.

Stephens Consulting first reported a position in MO in Q4 2021 and has held it in 17 quarters since. The position peaked at $556K in Q3 2025. 2,390 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Stephens Consulting held 8,429 shares of Altria Group worth $486K as of Q4 2025.
  • Stephens Consulting bought 17 Altria Group shares in Q4 2025, an estimated $1.03K.
  • Altria Group made up 0.16% of Stephens Consulting's portfolio in Q4 2025, its #35 holding.
  • Stephens Consulting first reported a position in Altria Group in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Altria Group position peaked at $556K in Q3 2025.
  • 2,390 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.