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Tyler-Stone Wealth Management’s Altria Group MO Stock Holding History

Tyler-Stone Wealth 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
Q2 		$4.58M Sell
78,130
-2,321
-3% -$136K 0.74% 31
2025
Q1 		$4.83M Buy
80,451
+1,465
+2% +$80K 0.87% 28
2024
Q4 		$4.13M Buy
78,986
+6,282
+9% +$335K 0.73% 28
2024
Q3 		$3.71M Buy
72,704
+35,261
+94% +$1.78M 0.7% 31
2024
Q2 		$1.71M Sell
37,443
-2,436
-6% -$108K 0.7% 32
2024
Q1 		$1.74M Sell
39,879
-1,936
-5% -$80.3K 0.77% 30
2023
Q4 		$1.69M Sell
41,815
-1,549
-4% -$64.1K 0.84% 28
2023
Q3 		$1.82M Buy
43,364
+1,061
+3% +$46.9K 1.04% 24
2023
Q2 		$1.92M Buy
+42,303
New +$1.92M 1.08% 21
2022
Q4 		$2.07M Buy
45,235
+11
+0% +$498 1.41% 12
2022
Q3 		$1.83M Sell
45,224
-801
-2% -$34.9K 1.39% 15
2022
Q2 		$1.92M Buy
46,025
+231
+0.5% +$12K 1.28% 16
2022
Q1 		$2.39M Buy
45,794
+73
+0.2% +$3.72K 1.32% 15
2021
Q4 		$2.17M Buy
+45,721
New +$2.1M 1.15% 21

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

Tyler-Stone Wealth Management's MO Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Altria Group (MO) stake by 2.9% in Q2 2025, selling an estimated $136K and leaving 78,130 shares worth $4.58M. The position accounts for 0.74% of the portfolio, ranked #31.

Tyler-Stone Wealth Management first reported a position in MO in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.83M in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Tyler-Stone Wealth Management held 78,130 shares of Altria Group worth $4.58M as of Q2 2025.
  • Tyler-Stone Wealth Management sold 2,321 Altria Group shares in Q2 2025, an estimated $136K.
  • Altria Group made up 0.74% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #31 holding.
  • Tyler-Stone Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Altria Group position peaked at $4.83M in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.