Trust Company of Vermont’s Altria Group MO Stock Holding History

Trust Company of Vermont’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	$2.46M	Buy	42,672 +472	+1%	+$28.5K	0.1%	126
2025 Q3	$2.79M	Sell	42,200 -969	-2%	-$61.4K	0.12%	121
2025 Q2	$2.53M	Buy	43,169 +1,689	+4%	+$99.2K	0.12%	125
2025 Q1	$2.49M	Sell	41,480 -1,802	-4%	-$98.4K	0.12%	123
2024 Q4	$2.26M	Buy	43,282 +1,196	+3%	+$63.7K	0.11%	130
2024 Q3	$2.15M	Sell	42,086 -5	-0%	-$253	0.11%	131
2024 Q2	$1.92M	Buy	42,091 +320	+0.8%	+$14.2K	0.1%	131
2024 Q1	$1.82M	Buy	41,771 +30,343	+266%	+$1.26M	0.1%	135
2023 Q4	$461K	Sell	11,428 -32,156	-74%	-$1.33M	0.03%	213
2023 Q3	$1.83M	Sell	43,584 -3,383	-7%	-$149K	0.12%	129
2023 Q2	$2.13M	Sell	46,967 -1,589	-3%	-$72K	0.14%	133
2023 Q1	$2.17M	Buy	48,556 +3,140	+7%	+$144K	0.15%	128
2022 Q4	$2.08M	Sell	45,416 -1,387	-3%	-$62.8K	0.15%	130
2022 Q3	$1.89M	Buy	46,803 +250	+0.5%	+$10.9K	0.15%	130
2022 Q2	$1.95M	Buy	46,553 +3,024	+7%	+$157K	0.15%	129
2022 Q1	$2.27M	Hold	43,529	–	–	0.15%	126
2021 Q4	$2.06M	Sell	43,529 -476	-1%	-$21.8K	0.13%	137
2021 Q3	$2M	Buy	44,005 +479	+1%	+$23.1K	0.14%	134
2021 Q2	$2.08M	Sell	43,526 -36	-0.1%	-$1.77K	0.14%	131
2021 Q1	$2.23M	Sell	43,562 -489	-1%	-$21.9K	0.17%	124
2020 Q4	$1.81M	Buy	44,051 +39	+0.1%	+$1.57K	0.14%	130
2020 Q3	$1.7M	Sell	44,012 -2,521	-5%	-$105K	0.16%	120
2020 Q2	$1.83M	Sell	46,533 -329	-0.7%	-$12.8K	0.18%	111
2020 Q1	$1.81M	Sell	46,862 -313	-0.7%	-$13.9K	0.17%	111
2019 Q4	$2.35M	Sell	47,175 -1,397	-3%	-$65.9K	0.18%	114
2019 Q3	$1.99M	Sell	48,572 -158	-0.3%	-$7.27K	0.16%	122
2019 Q2	$2.31M	Sell	48,730 -2,379	-5%	-$125K	0.19%	108
2019 Q1	$2.94M	Sell	51,109 -1,869	-4%	-$95.5K	0.25%	94
2018 Q4	$2.62M	Buy	52,978 +138	+0.3%	+$8K	0.25%	95
2018 Q3	$3.19M	Sell	52,840 -1,129	-2%	-$67K	0.27%	93
2018 Q2	$3.06M	Sell	53,969 -1,676	-3%	-$96.7K	0.27%	94
2018 Q1	$3.47M	Sell	55,645 -1,408	-2%	-$93.3K	0.33%	87
2017 Q4	$4.07M	Sell	57,053 -2,139	-4%	-$143K	0.38%	78
2017 Q3	$3.75M	Buy	59,192 +163	+0.3%	+$10.9K	0.37%	79
2017 Q2	$4.39M	Sell	59,029 -1,472	-2%	-$108K	0.45%	68
2017 Q1	$4.32M	Sell	60,501 -1,449	-2%	-$105K	0.47%	68
2016 Q4	$4.19M	Sell	61,950 -28	-0%	-$1.8K	0.48%	67
2016 Q3	$3.92M	Sell	61,978 -1,624	-3%	-$108K	0.49%	70
2016 Q2	$4.39M	Sell	63,602 -1,590	-2%	-$102K	0.58%	60
2016 Q1	$4.08M	Buy	65,192 +1,375	+2%	+$83.1K	0.57%	61
2015 Q4	$3.71M	Buy	63,817 +55	+0.1%	+$3.19K	0.53%	65
2015 Q3	$3.47M	Sell	63,762 -302	-0.5%	-$16.2K	0.54%	65
2015 Q2	$3.13M	Sell	64,064 -2,036	-3%	-$103K	0.46%	69
2015 Q1	$3.31M	Sell	66,100 -10,627	-14%	-$564K	0.48%	64
2014 Q4	$3.78M	Buy	76,727 +435	+0.6%	+$21.2K	0.55%	58
2014 Q3	$3.5M	Buy	76,292 +4,018	+6%	+$172K	0.53%	59
2014 Q2	$3.03M	Sell	72,274 -646	-0.9%	-$26K	0.47%	67
2014 Q1	$2.73M	Sell	72,920 -45,186	-38%	-$1.64M	0.45%	70
2013 Q4	$4.53M	Sell	118,106 -14,465	-11%	-$534K	0.76%	43
2013 Q3	$4.55M	Buy	132,571 +4,188	+3%	+$148K	0.84%	35
2013 Q2	$4.49M	Buy	+128,383	New	+$4.61M	0.88%	35

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trust Company of Vermont's MO Position: Q4 2025 in Review

Trust Company of Vermont increased its Altria Group (MO) stake by 1.1% in Q4 2025, buying an estimated $28.5K and bringing the position to 42,672 shares worth $2.46M. The position accounts for 0.1% of the portfolio, ranked #126.

Trust Company of Vermont first reported a position in MO in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.55M in Q3 2013. 2,386 funds tracked by Wall St. Rank hold MO as of Q4 2025.

Trust Company of Vermont held 42,672 shares of Altria Group worth $2.46M as of Q4 2025.
Trust Company of Vermont bought 472 Altria Group shares in Q4 2025, an estimated $28.5K.
Altria Group made up 0.1% of Trust Company of Vermont's portfolio in Q4 2025, its #126 holding.
Trust Company of Vermont first reported a position in Altria Group in Q2 2013 and has held it in 51 quarters since.
Trust Company of Vermont's Altria Group position peaked at $4.55M in Q3 2013.
2,386 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.