TAM
MO icon

Tucker Asset Management’s Altria Group MO Stock Holding History

Tucker Asset 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
Q4 		$331K Buy
+5,735
New +$346K 0.1% 57
2025
Q3 		– Sell
-4,546
Closed -$267K – 335
2025
Q2 		$267K Buy
+4,546
New +$267K 0.09% 74
2025
Q1 		– Sell
-31
Closed -$1.62K – 681
2024
Q4 		$1.62K Sell
31
-39
-56% -$2.08K ﹤0.01% 1257
2024
Q3 		$3.57K Sell
70
-2,385
-97% -$121K ﹤0.01% 1013
2024
Q2 		$112K Sell
2,455
-377
-13% -$16.7K 0.02% 239
2024
Q1 		$124K Sell
2,832
-402
-12% -$16.7K 0.03% 237
2023
Q4 		$130K Buy
3,234
+1,914
+145% +$79.2K 0.03% 182
2023
Q3 		$55.5K Buy
1,320
+50
+4% +$2.21K 0.01% 307
2023
Q2 		$57.5K Buy
1,270
+100
+9% +$4.53K 0.02% 243
2023
Q1 		$52.2K Sell
1,170
-10
-0.8% -$460 0.02% 240
2022
Q4 		$54.1K Buy
1,180
+460
+64% +$20.8K 0.02% 137
2022
Q3 		$33.3K Buy
720
+500
+227% +$21.8K 0.01% 175
2022
Q2 		$9.19K Buy
220
+150
+214% +$7.77K ﹤0.01% 260
2022
Q1 		$3.66K Sell
70
-125
-64% -$6.37K ﹤0.01% 353
2021
Q4 		$9.21K Hold
195
– – ﹤0.01% 216
2021
Q3 		$8.6K Hold
195
– – ﹤0.01% 193
2021
Q2 		$9.3K Hold
195
– – ﹤0.01% 180
2021
Q1 		$9.98K Sell
195
-20
-9% -$896 0.01% 174
2020
Q4 		$8.81K Buy
+215
New +$8.63K 0.01% 209

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tucker Asset Management's MO Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Altria Group (MO) in Q4 2025: 5,735 shares worth $331K. The stake represents 0.1% of the portfolio and ranks #57 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in MO as recently as Q2 2025.

Tucker Asset Management first reported a position in MO in Q4 2020 and has held it in 19 quarters since. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Tucker Asset Management held 5,735 shares of Altria Group worth $331K as of Q4 2025.
  • Altria Group was a new Tucker Asset Management position in Q4 2025.
  • Altria Group made up 0.1% of Tucker Asset Management's portfolio in Q4 2025, its #57 holding.
  • Tucker Asset Management first reported a position in Altria Group in Q4 2020 and has held it in 19 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.