von Borstel & Associates’s Altria Group MO Stock Holding History

von Borstel & Associates’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	–	Sell	-6,131	Closed	-$352K	–	117
2025 Q3	$352K	Buy	+6,131	New	+$388K	0.05%	110

Other funds holding MO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

von Borstel & Associates's MO Position: Q4 2025 in Review

von Borstel & Associates sold out of Altria Group (MO) in Q4 2025, closing a stake of 6,131 shares — an estimated $352K sold.

von Borstel & Associates first reported a position in MO in Q3 2025 and held it in 1 quarter. The position peaked at $352K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

von Borstel & Associates reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 6,131 Altria Group shares in Q4 2025, an estimated $352K.
von Borstel & Associates first reported a position in Altria Group in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's Altria Group position peaked at $352K in Q3 2025.
2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.