TFF
MO icon

The Family Firm’s Altria Group MO Stock Holding History

The Family Firm’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
Q2 		– Sell
-4,437
Closed -$266K – 161
2025
Q1 		$266K Buy
4,437
+2
+0% +$109 0.06% 179
2024
Q4 		$232K Buy
4,435
+1
+0% +$53 0.05% 191
2024
Q3 		$226K Sell
4,434
-61
-1% -$3.08K 0.05% 191
2024
Q2 		$205K Buy
+4,495
New +$199K 0.05% 193
2023
Q4 		– Sell
-4,795
Closed -$202K – 189
2023
Q3 		$202K Buy
4,795
+8
+0.2% +$353 0.06% 174
2023
Q2 		$217K Buy
4,787
+8
+0.2% +$362 0.06% 175
2023
Q1 		$213K Buy
4,779
+9
+0.2% +$414 0.06% 172
2022
Q4 		$218K Buy
+4,770
New +$216K 0.06% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

The Family Firm's MO Position: Q2 2025 in Review

The Family Firm sold out of Altria Group (MO) in Q2 2025, closing a stake of 4,437 shares — an estimated $266K sold.

The Family Firm first reported a position in MO in Q4 2022 and held it in 8 quarters. The position peaked at $266K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • The Family Firm reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 4,437 Altria Group shares in Q2 2025, an estimated $266K.
  • The Family Firm first reported a position in Altria Group in Q4 2022 and held it in 8 quarters.
  • The Family Firm's Altria Group position peaked at $266K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.