Strait & Sound Wealth Management’s Altria Group MO Stock Holding History

Strait & Sound Wealth Management’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
2026 Q1	$273K	Hold	4,144	–	–	0.1%	135
2025 Q4	$239K	Sell	4,144 -295	-7%	-$17.8K	0.09%	132
2025 Q3	$293K	Sell	4,439 -470	-10%	-$29.8K	0.11%	119
2025 Q2	$288K	Buy	4,909 +870	+22%	+$51.1K	0.12%	118
2025 Q1	$242K	Sell	4,039 -3,791	-48%	-$207K	0.11%	128
2024 Q4	$409K	Sell	7,830 -265	-3%	-$14.1K	0.19%	91
2024 Q3	$413K	Hold	8,095	–	–	0.2%	88
2024 Q2	$369K	Sell	8,095 -1,195	-13%	-$53K	0.19%	94
2024 Q1	$385K	Sell	9,290 -95	-1%	-$3.94K	0.22%	79
2023 Q4	$382K	Sell	9,385 -360	-4%	-$14.9K	0.24%	77
2023 Q3	$410K	Buy	+9,745	New	+$431K	0.35%	65

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return