TwinBeech Capital’s Altria Group MO Stock Holding History

TwinBeech Capital’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	-144,886	Closed	-$8.49M	–	733
2025 Q2	$8.49M	Buy	+144,886	New	+$8.51M	0.19%	141
2023 Q4	–	Sell	-40,457	Closed	-$1.7M	–	805
2023 Q3	$1.7M	Buy	40,457 +2,983	+8%	+$132K	0.03%	432
2023 Q2	$1.7M	Sell	37,474 -660,205	-95%	-$29.9M	0.03%	396
2023 Q1	$31.1M	Buy	697,679 +659,443	+1,725%	+$30.3M	0.63%	34
2022 Q4	$1.75M	Sell	38,236 -67,468	-64%	-$3.06M	0.03%	456
2022 Q3	$4.27M	Sell	105,704 -568,567	-84%	-$24.8M	0.11%	218
2022 Q2	$28.2M	Buy	+674,271	New	+$34.9M	1.26%	9
2021 Q4	–	Sell	-9,969	Closed	-$454K	–	717
2021 Q3	$454K	Buy	+9,969	New	+$481K	0.03%	443
2020 Q3	–	Sell	-21,306	Closed	-$836K	–	527
2020 Q2	$836K	Buy	+21,306	New	+$831K	0.18%	160

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

TwinBeech Capital's MO Position: Q3 2025 in Review

TwinBeech Capital sold out of Altria Group (MO) in Q3 2025, closing a stake of 144,886 shares — an estimated $8.49M sold.

TwinBeech Capital first reported a position in MO in Q2 2020 and held it in 9 quarters. The position peaked at $31.1M in Q1 2023. 2,352 funds tracked by Wall St. Rank hold MO as of Q3 2025.

TwinBeech Capital reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 144,886 Altria Group shares in Q3 2025, an estimated $8.49M.
TwinBeech Capital first reported a position in Altria Group in Q2 2020 and held it in 9 quarters.
TwinBeech Capital's Altria Group position peaked at $31.1M in Q1 2023.
2,352 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.