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Stonegate Investment Group’s Altria Group MO Stock Holding History

Stonegate Investment 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 		$3.3M Buy
49,926
+482
+1% +$30.5K 0.08% 102
2025
Q2 		$2.9M Buy
49,444
+1,558
+3% +$91.5K 0.07% 108
2025
Q1 		$2.87M Buy
47,886
+782
+2% +$42.7K 0.08% 98
2024
Q4 		$2.46M Buy
47,104
+209
+0.4% +$11.1K 0.07% 111
2024
Q3 		$2.39M Buy
46,895
+221
+0.5% +$11.2K 0.06% 114
2024
Q2 		$2.13M Buy
46,674
+1,682
+4% +$74.6K 0.06% 113
2024
Q1 		$1.96M Sell
44,992
-1,371
-3% -$56.8K 0.06% 120
2023
Q4 		$1.87M Sell
46,363
-511
-1% -$21.1K 0.06% 119
2023
Q3 		$1.97M Sell
46,874
-3,246
-6% -$143K 0.07% 106
2023
Q2 		$2.27M Buy
50,120
+45
+0.1% +$2.04K 0.08% 105
2023
Q1 		$2.23M Sell
50,075
-7,174
-13% -$330K 0.08% 105
2022
Q4 		$2.62M Sell
57,249
-4,126
-7% -$187K 0.11% 88
2022
Q3 		$2.48M Buy
61,375
+187
+0.3% +$8.16K 0.11% 97
2022
Q2 		$2.56M Buy
61,188
+12,879
+27% +$667K 0.11% 97
2022
Q1 		$2.52M Sell
48,309
-2,028
-4% -$103K 0.08% 87
2021
Q4 		$2.38M Buy
+50,337
New +$2.31M 0.1% 93

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

Stonegate Investment Group's MO Position: Q3 2025 in Review

Stonegate Investment Group increased its Altria Group (MO) stake by 0.97% in Q3 2025, buying an estimated $30.5K and bringing the position to 49,926 shares worth $3.3M. The position accounts for 0.08% of the portfolio, ranked #102.

Stonegate Investment Group first reported a position in MO in Q4 2021 and has held it in 16 quarters since. 2,351 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Stonegate Investment Group held 49,926 shares of Altria Group worth $3.3M as of Q3 2025.
  • Stonegate Investment Group bought 482 Altria Group shares in Q3 2025, an estimated $30.5K.
  • Altria Group made up 0.08% of Stonegate Investment Group's portfolio in Q3 2025, its #102 holding.
  • Stonegate Investment Group first reported a position in Altria Group in Q4 2021 and has held it in 16 quarters since.
  • 2,351 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.