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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
2024
Q3 		– Sell
-14
Closed -$1.95K – 704
2024
Q2 		$1.95K Buy
14
+1
+8% +$44 ﹤0.01% 858
2024
Q1 		$1.4K Hold
13
– – ﹤0.01% 871
2023
Q4 		$414 Sell
13
-2
-13% -$83 ﹤0.01% 903
2023
Q3 		$1K Sell
15
-7
-32% -$309 ﹤0.01% 867
2023
Q2 		$2K Buy
+22
New +$996 ﹤0.01% 809

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.