TIM
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Total Investment Management’s Altria Group MO Stock Holding History

Total Investment 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
2025
Q3 		– Sell
-365
Closed -$21.4K – 560
2025
Q2 		$21.4K Buy
+365
New +$21.4K ﹤0.01% 247
2024
Q2 		– Sell
-10,219
Closed -$446K – 73
2024
Q1 		$446K Buy
10,219
+5
+0% +$207 0.06% 40
2023
Q4 		$412K Sell
10,214
-137
-1% -$5.67K 0.05% 43
2023
Q3 		$435K Buy
10,351
+146
+1% +$6.45K 0.06% 40
2023
Q2 		$462K Sell
10,205
-37
-0.4% -$1.68K 0.06% 42
2023
Q1 		$457K Buy
10,242
+4
+0% +$184 0.09% 36
2022
Q4 		$468K Buy
10,238
+4
+0% +$181 0.11% 29
2022
Q3 		$413K Buy
10,234
+4
+0% +$174 0.08% 33
2022
Q2 		$427K Sell
10,230
-3,092
-23% -$160K 0.08% 38
2022
Q1 		$696K Sell
13,322
-131
-1% -$6.67K 0.13% 29
2021
Q4 		$638K Buy
+13,453
New +$616K 0.11% 34
2021
Q2 		– Sell
-8,973
Closed -$347K – 70
2021
Q1 		$347K Buy
+8,973
New +$402K 0.1% 33
2020
Q2 		– Sell
-8,973
Closed -$347K – 53
2020
Q1 		$347K Buy
8,973
+3,969
+79% +$176K 0.1% 33
2019
Q4 		$250K Buy
+5,004
New +$236K 0.05% 49

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

Total Investment Management's MO Position: Q3 2025 in Review

Total Investment Management sold out of Altria Group (MO) in Q3 2025, closing a stake of 365 shares — an estimated $21.4K sold.

Total Investment Management first reported a position in MO in Q4 2019 and held it in 14 quarters. The position peaked at $696K in Q1 2022. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Total Investment Management reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 365 Altria Group shares in Q3 2025, an estimated $21.4K.
  • Total Investment Management first reported a position in Altria Group in Q4 2019 and held it in 14 quarters.
  • Total Investment Management's Altria Group position peaked at $696K in Q1 2022.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.